About Us

Investment Criteria

HELPING MIDDLE MARKET COMPANIES GROW IN AN EVER CHANGING ENVIRONMENT

Investments supporting sponsors and non-sponsors pursuing leveraged buyouts, recapitalizations, refinancings, and later-stage growth financings. The fund targets lower middle market companies with well-established products or services, defensible market niches, and experienced and proven management teams.

Investment Criteria

  • Revenue in excess of $10 million
  • EBITDA of $3 million to $20 million
  • EBITDA margins in excess of 10%
  • U.S. Based Enterprises
  • Solid Revenue Growth and Diversified Cash Flow
  • Sustainable margins supported by defensible market positions
  • Proven and Experienced Management Team
  • Strong Private Equity Sponsor/Management Team with Significant Stake in Company
  • Stable Industry Dynamics

Transaction Types

  • Change of Ownership
  • Dividend Recapitalizations
  • Strategic Acquisition
  • Growth Initiatives