Investment Criteria

Transaction Types

  • Buyouts of family- and entrepreneur-owned businesses
  • Corporate divestitures
  • Operational turnarounds
  • Public-to-privates
  • Restructurings and bankruptcies
  • Special situations

Deal Characteristics

  • Investment size: equity investments of up to $150 million (or greater with LP co-invest)
  • Revenues: greater than $100 million
  • EBITDA: positive, negative or break-even
  • Geography: primarily North America
  • Governance: control or negative control

Industries of Focus

  • Business, government, and healthcare services
  • Consumer / retail
  • Energy
  • Industrials
  • Technology, media & telecommunications
  • Value-added distribution

operationally focused private equity firm in the lower-middle market