Transaction Types

Leverage Buyouts
Recapitalizations
Ownership Transitions
Growth Capital
Preferred Equity
Common Equity

Investment Target Profile

Private Companies
U.S. & Canada based
Founder, Entrepreneur or Family Owned & Operated
First Institutional Capital

Target Industries

Business & Industrial Services
Consumer Services
Distribution
Insurance Services
Real Estate & Facilities Services
Specialty Manufacturing
Tech Enabled Services

Company Characteristics

$20M+ Revenue / $10M+ EBITDA
Value Creation Opportunities
Buy & Build Opportunities
Experienced & Committed Management Teams
Niche Market Leaders
Recurring & Stable Customers
Barriers to Competitive Entry
Strong Margins & Cash Flow Generation