Scalable. Asset-Light. Defensible.
Healthcare Services
Business Services & Logistics
Software & SaaS
Niche Manufacturing
Core Company Characteristics
Asset-Light
Scalable Infrastructure
Defensible Niche Market
Located in Southeastern/Mid-Atlantic/Midwestern U.S.
(will pursue other regions opportunistically)
Target Financial Parameters
Revenue of $10 million - $100 million
EBITDA of $2 million - $10 million
Existing/Potential for 10%+ EBITDA margins
Existing/Near-Term Double-Digit Company Growth
Prevailing Industry Growth with Sustaining Growth Drivers
Transaction Parameters
Equity Investments up to $30 million (more with co-investment)
Recapitalization, Buyout, Acquisition/Capital Investment
Flexible Equity and (selectively) Debt Investment Structures
Control Investment (will selectively consider non-control)
Moderate Leverage Allowing for Re-Investment of Cash Flows into Growth Initiatives
Favor Owner/Operator Partnerships
Growth-Driven Investment Returns