Investment Criteria
We Might Be A Good Fit For You If:
Typical Business Characteristics
Route Based Logistics
Key or Differentiated Asset
Critical or Essential Service
Fragmented Industry
Local or Regional Operations
Recurring Revenue Stream
Strong Local
Brand
Identifiable Growth Prospects
We Seek Opportunities Where We Know the Industry
And Can Establish a Partnership
Management Team
Like-minded in building a great company
Significant industry experience
History of delivering profitable growth, market share gains, and strong cash flows
Wishes to remain with the acquired business or has a transition plan in place
Company Size
$5 to $200 million in revenue and $3 to $25 million in EBITDA
For a consolidation or roll-up opportunity, we typically start with a platform company that has $15 to $25 million in revenue. For add-ons, we target companies with at least $2 million in revenue.
Investment Structure
Control equity and structured equity
Flexible timing on ownership, structure, and exit
Typically, first institutional capital
Transaction Types
Managed/Leveraged Buyouts
Recapitalizations
Family Succession Planning
Corporate Divestiture