INVESTMENT CRITERIA AND STRATEGY
PRIMARY INDUSTRIES |
Technology | Industrials | Business & Professional Services |
|---|---|
TARGET COMPANY SIZE |
$10MM to $100MM+ Enterprise Value |
EQUITY CHECK SIZE |
$5MM to $25MM (up to $50MM+ with co-investment) |
MANAGEMENT |
Continuity Preferred |
LOCATION |
Headquartered or Subsidiary in North America |
|---|---|
LEVERAGE |
Limited Debt as Appropriate |
INVESTMENT TYPE |
Flexible across Common Equity, Structured Equity, and Preferred |
OWNERSHIP |
15% to 75% + Equity Stake |
TRANSACTION STRUCTURES |
Management Buyouts, Growth Equity, Recapitalizations, Carve-Outs, and Buy-and-Build Strategies |
|---|---|
REPRESENTATION |
Board of Directors, Advisors to Senior Management |