Investment Profile
Company Size
- Revenue of $10 million to $100 million
- 10%+ EBITDA margins
- EBITDA $1 million to $10 million
Structures
- Senior Preferred Equity
- Recap / LBO / Growth Investment
- Significant retained management / seller ownership
Characteristics
- Family or entrepreneur owned business, absentee owner; corporate divestiture
- Performing well, but lack of management and infrastructure
- Reasonable base-line growth prospects
Deal Dynamics
- Divergence of interest among ownership and management
- Family owned business seeking succession solutions
- Business in or facing growth oriented transitions