Investment Strategy

Investment Criteria
We invest in strong companies that operate in sectors we either know or can readily understand. A deep understanding is, in our view, critical to both making sound investment decisions and thereafter providing valuable advice and guidance to our portfolio companies.
Company Size
  • Revenues below $75 million.
  • EBITDA or Operating Income: $2 million - $10 million for new investments (*no minimum for add-ons to existing portfolio companies).

Company Characteristics
  • Consistent earnings growth with future visibility.
  • EBITDA margins in excess of 10%.
  • Defensibility (e.g., established brands, strong position in a niche industry).
  • Differentiation (i.e., an innovative or unique way to address an existing market need).
  • No real estate or energy-related companies.
  • Non-cyclical; non-fad driven.

Geography
Headquartered in the U.S.

Equity Investment Size
$5 million to $25 million in equity. Larger investments possible with follow-on investments.

Transaction Types
We require a controlling stake in our investments, though we make a distinction between shareholder control (our requirement), and day-to-day operating leadership and decision-making (the role of our management teams).

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