Investment Criteria

Company Profile
  • EBITDA of $2MM – $10MM
  • Proven Management Team with Significant Ownership
  • Potential for Growth in Stable or Growing Industry
  • Differentiated Service or Product Offering
Investment Size and Structure
  • $3MM to $10MM per transaction
  • Subordinated Debt (Mezzanine), Preferred and Common Stock
  • Minority or Majority ownership deals
Use of Proceeds
  • Organic Growth Initiative
  • Add-On Acquisition
  • Recapitalization
  • Management Buyout or Spin-Off
  • ESOPs
Industries
  • Manufacturing
  • Healthcare
  • Business Services
  • Government Contracting
  • Financial Services