Investment Strategy
It is our investment philosophy that patient and value added capital makes for a strong value proposition to owners and management teams of growth-oriented companies when selecting equity partners.
We believe in a management partnership-first approach and working together in ways that make sense. We seek to leverage our operational and financial expertise to help build businesses.
We believe there is a need for more patient private equity, in particular at the lower middle market levels, as timelines for traditional private equity are typically shorter than company requirements. We will work with management to structure deals that make sense for all stakeholders.
Transaction Characteristics
Target Revenue: up to $15.0M USD
Initial Equity: up to $5.0M USD
EBITDA positive
Geography: Headquartered in the US or Canada
Transaction Type: growth equity, distressed assets, buyouts, special situations
Select Business Characteristics
Strong management team with a proven track record
Profitable/clear path to profitability
Identifiable competitive advantage
Scalable business model
Market leader in segment