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Criteria
Target Size
- EBITDA
of $3-20 million for platform companies
- Up
to $40 million of
capital invested per deal, with the ability
to invest additional equity capital through partnering with
like-minded co-investors
Target Industries
- Business
and consumer services -
with high recurring
revenues, including franchisors, route-based,
education, marketing, and logistics/equipment rental
- Consumer
products –
durables, food, pet, and household
products
- Environmental
services
- For-profit
education and training
- Healthcare
– services, lower-tech products, and distribution
- Niche
industrial manufacturing – highly-engineered products with leading market positions
- Publishing, media, and information services
- Specialty
insurance
- Value-added
distribution
- Areas not of
interest include high technology, retail, restaurants, real estate, or
early-stage companies
Transaction Types
- Change of control
- Growth equity/shareholder buyouts
- Industry consolidations
- Corporate divestitures
- Strategic add-ons for platform
companies
Target
Geographies
Time
Horizon
- Long-term
and flexible – no rigid fund
constraints dictating liquidity timing
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