We take a partnership approach to investing.

Together with management, we develop strategies, which target profitable business models, and which are implemented with practical tools and methodologies.

We take on the challenge of solving the thorny issues in implementing business strategy, alongside the company’s leadership.

We invest in people, process, and technology that enable achievement of established goals.

We are operationally focused, long-term value investors and structure our investments with that philosophy in mind. In addition to creating value through operational improvements, we create significant value through capital structure optimization and investments in growth, both organic and through add-on acquisitions.

We seek to partner with dynamic entities that operate in the lower end of the lower middle-market, and in which there exists the potential for meaningful improvement in earnings exists through organic growth in revenue, acquisitions, and operational improvements.

Investment candidates include:

  • Family-owned businesses where the owner is seeking liquidity or retirement.

  • Companies or carve-outs involving management-led buyouts.

  • Companies that require new capital for growth, strategic initiatives, or balance sheet restructurings.

 
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Financial Focus

  • $2.5 - $15.0 million in revenue

  • Min. EBITDA of $1.0 million and 20% of revenue

  • Recurring revenue with durable margins

  • Leadership position or strong regional market share

  • Significant growth potential

  • Consistent cash flow

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Transaction Structure

  • Controlling equity investment (>55%)

  • Co-equity investments

  • Creative financing structures

    • Bridge Loans

    • Senior Term Loans

    • Subordinated Term Loans

    • Preferred Debt and Equity Instruments

Deals are financed through a proprietary network of investors and institutional capital partners who commit funds to an individual acquisition or strategy on an individual deal basis.

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Industry and Business

  • Biotechnology

  • Information Technology

  • Specialty Manufacturing and Services

  • Technical Business Services

  • Ecommerce Services –consumer or business

  • Strong and defensible position

  • Solid industry fundamentals

  • Experienced management team open to active investors