Investment Criteria

We look for experienced management teams seeking a partner with the same values, integrity and desire to build a better and stronger company. We also look for companies where we can bring our value creation toolkit to help unleash their untapped potential.

    Our investment criteria include the following guidelines:
  • Founder and family-owned entrepreneurial businesses with demonstrated track record of growth
  • $5 million to $25 million of EBITDA
  • Specific industries where we have expertise within B2B business services, niche manufacturing, industrial services, non-cyclical consumer, and health care services
  • Majority or significant minority investments
  • Representative structures include recapitalizations, management buyouts, buy-and-builds, and corporate divestitures
  • Preference for companies located in the Southern half of the U.S.