Investment Parameters
Core focus of $1m - $5m in EBITDA
Majority and minority equity investments
Senior or junior cosponsor with operational advisory in lower middle-market
Other customized investment structures
Headquartered in North America (Industry agnostic)
Transaction Types
Family-owned businesses
Legacy planning
Management buyouts
Unique & tailored capital solution
Recapitalizations
Liquidity events
Industries Served
Aerospace & Defense
Auto & Transportation
Consumer Products
Healthcare
Industrial Products
Metals
Real Estate
Packaging