INVESTMENT
Strategy & CRITERIA
Serve as board-level advisors rather than day-to-day managers or operators
INVOLVEMENT
Meaningful equity ownership (control or non-control) combined with subordinated debt with current yield
STRUCTURE
Experienced management team, Strong cash flow, Established industry, Growing market share
CHARACTERISTICS
EBITDA of at least $1 million
COMPANY SIZE
Industry agnostic with a strategic focus on manufacturing and business services, while remaining open to opportunities across various other sectors.
INDUSTRIES
At least $3 million
INVESTMENT SIZE
Management Buyouts, Recapitalizations, Acquisition Financings, Shareholder Liquidity Events, Growth Financings, ESOPs
TRANSACTION TYPES
INVESTMENT
STRATEGY& CRITERIA
Experienced management team
Strong cash flow
Established industry
Growing market share
CHARACTERISTICS
EBITDA of at least $1 million
COMPANY SIZE
Industry agnostic with a strategic focus on manufacturing and business services, while remaining open to opportunities across various other sectors.
INDUSTRIES
At least $3 million
INVESTMENT SIZE
Management Buyouts, Recapitalizations, Acquisition Financings, Shareholder Liquidity Events, Growth Financings, ESOPs
TRANSACTION TYPES
Meaningful equity ownership (control or non-control) combined with subordinated debt with current yield
STRUCTURE
Serve as board-level advisors rather than day-to-day managers or operators
INVOLVEMENT
