Investment Criteria


COMPANY SIZE

  • Revenue: $10 - $150 million
  • EBITDA: $750k - $15 million
  • 10% EBITDA margins preferred

GEOGRAPHY

United States

TRANSACTION TYPE

  • Growth capital
  • Management Buyouts
  • Strategic Acquisitions
  • Private Equity Sponsored Buyouts
  • Equity Rollover

management

  • Teams seeking an engaged partner that will provide mentoring, resources, and networks to ensure success.
  • Owner-operators seeking liquidity as they pursue company growth or their next professional or personal endeavor.

industry

B2B and/or B2C retailers and service providers including:

  • Direct Marketers
  • Online/Brick & Mortar/Multi-channel Retailers
  • Business/Healthcare/Education Services
  • Value-added Distributors
  • Compliance/Training/Certification
  • Specialty Publishers

ATTRIBUTES

  • Stable cash flow
  • Attractive prospects for growth
  • Unique position within industry
  • Products/services perceived as superior within their market