WHERE WE INVEST
We concentrate on specific industry niches within the often-overlooked upper middle market. We intentionally scout for prospects in these domains. Our interest lies in companies that are strategically robust, steered by experienced management, and showcasing established business blueprints on the verge of significant growth. We assess these potential investments through a structured and data-driven methodology.
Is the firm strategically poised to cater to an expanding market (enduring competitive edge)?
Does the company have the capacity to ascend to greater heights?
Are we equipped to unlock that potential?
Post-investment, what are the 3-7 primary strategies to boost net free cash flow?
Industry-Specific Investment.
We employ a systematic, rather than narrative-driven, approach to assess chosen industry sectors. This methodology is enriched by our connections with top-tier executives and pioneers in each field. Leveraging this industry insight and network, we perceive ourselves as industry purchasers.
Does the company have the capacity to ascend to greater heights?
Are we equipped to unlock that potential?
Post-investment, what are the 3-7 primary strategies to boost net free cash flow?
Industry-Specific Investment.
We employ a systematic, rather than narrative-driven, approach to assess chosen industry sectors. This methodology is enriched by our connections with top-tier executives and pioneers in each field. Leveraging this industry insight and network, we perceive ourselves as industry purchasers.
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INVESTMENT PARAMETERS
TYPE:
Leveraged / Management Buyouts and Growth Equity Investments
SIZE:
EBITDA of $5 million or higher
VALUATION:
Enterprise values from $25 million to $125 million
INDUSTRY:
Consumer Products, Food & Beverage, Value-Added Manufacturing/Industrial, Tech-Enabled Services