We seek to invest in companies that meet the following general characteristics:

Financial Characteristics

  • Revenue: $10 million to $100 million
  • EBITDA: $2 million to $10 million

Management

  • Experienced management team in place or identified

Investment Size

  • $2 million to $8 million per investment
  • We arrange for investment partners to address capital needs of up to $20 million

Investment Type

  • Subordinated Debt
  • Preferred and Common Equity

Capital Uses

  • Management Buyouts
  • Growth Capital
  • Recapitalizations
  • Corporate Divestitures
  • Generational Transfers of Ownership

Types of Businesses

Preferable:

  • Manufacturing
  • Business Services
  • Value-added Distribution

Not Preferable:

  • Start-ups or early stage companies
  • High Technology
  • Real Estate
  • Retail