Investment Focus
Shared interests and alignment are the foundation of strong partnerships.
Each investment is personal to us. By investing our own capital, we can help our companies focus on building long-term value instead of working
toward a predetermined investment horizon.
We invest in business fundamentals, not specific industries. We focus on companies that have:
Financial Criteria
- Revenues in excess of $15 million per annum.
- EBITDA or Cash Flow in excess of $2 million per annum.
Key Business Characteristics
- Stable and recurring revenue
- Growth potential (organic and by way of complementary acquisitions)
- Low cyclicality
- Diverse customer base
- Well-established market reputation and brand
We typically invest in family, entrepreneur or owner-operator companies that generate consistent free cash flow, so we have the flexibility to reinvest in the existing business, pursue growth opportunities, reduce leverage, or distribute earnings to the shareholders.
Types of Transactions
We bring new energy, ideas, and people to help your business.
We are prepared to purchase minority or majority share positions in private companies. We are completely flexible with our equity investments in terms of amount and investment horizon. For larger investment opportunities, we are prepared to partner with select private equity firms that share our vision.
Buyout significant shareholders
For the business owner, a sale transaction gives you and your family a chance to step back and realize the value of your business. A transaction with us will be concluded in a timely, efficient manner with a buyer that will respect your core business values and employees and further the business foundations you established.
Buyout inactive shareholders with smart partners
Many private companies have inactive minority shareholders seeking to exit their shareholdings. We are prepared to acquire minority shareholdings in strong companies.
Capital to grow and make acquisitions.
Many companies need additional capital to pursue and realize new growth opportunities, including timely acquisitions. We can provide the capital and expertise to support growth from start to finish.
Add a partner who will be aligned with you for the eventual sale of your company.
Many owners would like to prepare their companies for eventual sale but are not ready for the daunting one to five-year process of management succession, business plan development, due diligence preparation, and handling the actual sale process with the buyer and M&A professionals. We have been through the process many times, and we know how to provide the necessary expertise to maximize value.
Management Buyouts (MBOs)
We back entrepreneurial management that is prepared to invest in its own future.
A company’s management team rarely has enough of their own capital to buy its company. We provide the additional capital to back a Management Buyout (MBO). We guide and handle the transaction from beginning to end. Management can stay focused on running the business, and the existing owners have the luxury of dealing with a knowledgeable, experienced investment group.
MBOs provide an opportunity to gain direct equity ownership in the business you helped grow, to implement your vision and business strategies, and to realize significant personal equity gains.