Industry agnostic (however no retail/restaurants, healthcare or construction/contractor businesses)
EBITDA $2.5 million to $20 million
Companies with solid underlying economic and competitive fundamentals, regardless of current near term circumstances; or strong position within a market niche
Intact management team or clear path to build a team
Prefer majority, control equity investments but will consider structured, non-control equity
Situational Criteria
Life Cycle Inflection Points:
Family-owned businesses and retirement situations
A transition of an entrepreneur/founder lead business to the next stage of the business’s life
Special Situations (e.g., out-of-favor industries, distressed and underperforming companies)