PROFILE
  • Industries
    • Specialty manufacturing
    • Business process outsourcing
    • Food manufacturing
    • Marketing services
    • Franchised restaurants
    • and unusual businesses existing in defensible niches.
  • Headquartered in North America (international operations welcomed)
  • Attractive and defensible market positions
  • Favorable growth prospects
  • Stable competitive dynamics
SIZE
  • $20-200 million in revenue
  • $5-20 million in EBITDA
  • $10-40 million in equity investment per platform
MANAGEMENT
  • We look to work with management in setting long term objectives, monitoring key metrics and assist in continuously improving organizational efficiencies, and making compelling add-on or tuck-in acquisitions.
  • We do not want to become involved in day-to-day operational decision making unless that is the plan from the start.
  • We will invest in situations that allow for owner/managers to rollover a meaningful equity position in a continuing role or allow for owners or managers to retire and exit completely, depending on the situation.
SELLERS
  • We acquire businesses from entrepreneurs, families, ESOPS and public and private corporations.
  • We have been the first institutional investor in most of our companies, partnering with entrepreneurs and families to grow their successful businesses while providing for wealth diversification.
  • We make mostly control investments, but will consider less than 50% on a case-by-case basis.