Investment Parameters

Target Size
  • EBITDA of $3-20 million for platform companies
  • Up to $50 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 chemicals
    • 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
  • U.S. and Canada
Time Horizon
  • Long-term and flexible – no rigid fund constraints dictating liquidity timing