STRATEGY:
Equity Investing in U.S.-based Businesses
BUSINESS TYPES:
Essential Service Providers of Business, Consumer, Healthcare, and Industrial Services
Enthusiast Branded Products & Services
REVENUE:
$20M to $200M
EBITDA:
$2M to $20M
INITIAL INVESTMENT:
$10M to $60M
with the ability to invest more over time to support growth initiatives
We draw on a distinctive set of experiences, accumulated over decades of investing in and operating businesses, that have taught us where our expertise and capital is best utilized. We have made investments in, operated, and advised businesses ranging from $5 million to $10 billion in revenue; we have navigated the rising tide created by thriving businesses as well as the complicated waters of financial distress. As a result, we know that alignment of business and investment criteria is a cornerstone of success. We focus on opportunities with the following characteristics:
BUSINESS
FUNDAMENTALS
- Businesses with long-term qualities and staying power
- Family and/or Founder-owned businesses
- Entrepreneurial-based management teams and organizations
- Businesses with a strong value proposition reflected by a leading position in their respective market
- Favorable industry dynamics; preference for industry fragmentation
OWNER
PREFERENCES
- Owners that care about their companies, people, communities, and legacies
- Owners that are seeking transactional flexibility (structure, timing, investment levels)
- Management teams that value and appreciate our involvement
OPERATIONAL
OBJECTIVES
- Businesses that would benefit from our capital investments and operational expertise to further grow and improve their organizations
- Companies with the ability to unlock multiple ways to win during our partnership (e.g., organic growth, service line extension, greenfield locations, add-on acquisitions, etc.)
- Organization seeking transitionary guidance and help (succession planning, migration to stand-alone status (from corporate parent), entering new markets)