Investment Criteria

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Among Our Investment Criteria are the Following:

  • Seek downside protection with equity upside potential
  • Opportunities to revitalize and support management to redirect a company’s resources and strategy
  • Supportive management teams that can realign structural impediments
  • Businesses with secure market niches and predictable profit margins
  • Stable free cash flow
  • Presence or availability of highly qualified management teams
  • Sustainable competitive advantage and favorable industry dynamics
  • Underperforming companies relative to their potential due to structural impediments
  • Opportunities to revitalize and redirect a company’s resources and strategy
  • The line of products or services offered and their market potential 

General Investment Financial Parameters:

  • Investment size ranging from $1mm to $25mm
  • Companies with revenues from $5mm to $150mm
  • Companies with EBITDA of $2mm to $50mm

Preferred Industries for Investment (not limited to):

  • Technology
  • Telecommunications
  • Financial Services
  • Real Estate
  • Natural Resources
  • Industrial Manufacturing / Services

General Transaction Types (not limited to):

  • Corporate Partnerships/Joint Ventures
  • Management Buyouts
  • Private Company Recapitalization
  • Control and Non-Control Equity Positions
  • Growth / Expansion Capital
  • Acquisition Financing
  • Roll-up Acquisition Strategies
  • Operational Turnarounds