Investment Criteria

Investment Criteria

Company Size

  • Revenue of $10 to $100 million
  • EBITDA of $2 to $10 million
  • Add-on acquisitions for a portfolio company can be any size


  • Experienced management
  • Attractive business model
  • Stable and growing earnings
  • Favorable industry dynamics
  • Defensible market position

Capital Need

  • $3 to $20 million 
  • No minimum for portfolio company add-ons


We make investments across the U.S.


We invest in a variety of industries, but prior investments have generally been in the following sectors:

  • Manufacturing
  • Business and Industrial Services
  • Value-Added Distribution
  • Food and Agriculture
  • Healthcare

Not Considered

We generally do not invest in start-ups, early stage companies, turnarounds, real estate loans, project finance, unproven technologies or markets, or companies based outside the U.S.