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Investment Criteria

Investment Criteria

We primarily seek to partner with management teams to make investments in growth focused businesses with an established track record of success. Utilizing a generalist investment strategy, we have particular interest in situations with the following characteristics:

  • Proven business model
  • Sustainable and defendable franchise 
  • Strong return on invested capital 
  • Strong free cash flow generation with opportunities for reinvestment 
  • Ability to add value operationally or via acquisition/organic growth 
  • Catalyst for value creation 
  • Alignment of incentives with the operating team


PREFERRED INVESTMENT TYPES

Buy-and-Build Opportunities: Provide capital to companies in fragmented industries to support a stronger competitive position through strategic acquisitions.

Mid to Late Stage Growth Capital: Provide capital to businesses with a solid market opportunity and a proven product or service to substantially expand their market presence.

Special Situations: Provide equity for creative transaction structures including structured minority investments, mezzanine investments, distressed debt investments or private investments in public companies.

Formation Capital: Provide growth capital to early-stage companies in sectors where we have unique and value-added expertise.


REPRESENTATIVE SECTOR FOCUS AREA

  • Value-Added Distribution
  • Media & Interactive Gaming
  • Healthcare and Healthcare Services
  • Specialty Manufacturing 
  • Business Services 
  • Financial Services

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