Investment Criteria

We strive to create maximum value in our portfolio companies by combining management’s in-depth understanding of their industry and business with our expertise in what drives value in their business model.

Targeted Sectors

Value Added Distribution
Specialty Services
Niche Manufacturing

We Focus Exclusively On The Lower-Middle Market Of U.S. Companies

Revenue of $10.0+ million, EBITDA of $2.0+ million
We've invested in 23 states

Established history of profitability

Sustainable Business Models

Clear sustainable business models

Talented and passionate management teams looking for large equity stakes

Strong growth potential

Deals by Industry: 15% Manufacturing, 40% Distribution and 45% Service
Deals by Size: EBITDA - 41% 59% $5 Million and above, 59% Under $5 Milion
Deals by Size: Revenue - 79% Under $75 Million, 21% $75 Million and above