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INVESTMENT GUIDELINES

PLATFORM ACQUISITION

  • Private middle market companies with Sales Revenues up to $100 Million+

  • History of positive cash flow

  • Industry preference, niche product-focused businesses providing value-added services in the commercial and industrial sectors

  • Tenured management with history of managing the key business issues and having the ability to grow the business

  • US-based companies

  • Will consider flexible arrangements with company owners and management through, and after sales transition

 

EQUITY PARTNERS

  • Growth capital - systems, inventory, equipment

  • Estate transitions - succession planning

  • Financial restructuring

  • Shareholder Liquidity

  • Acquisition capital

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