Investment criteria

Ownership

Privately owned companies where management owns a meaningful equity stake in the business.

Investment Purpose

To fund growth, acquisitions and the repurchase of equity held by non-management shareholders.

Geography / Industries

Broad range of industries based in the continental US.

Investment Size

$1 Million to $5 Million

Company Profile

Experienced management team, well-defined industry focus, strong market position, proprietary service or product offering, recurring revenue stream with the ability to grow free cashflow.

Post-Closing

Assist with the strategic direction and planning of the business as a value-added partner as well as provide follow-on growth or acquisition capital.