Investment criteria

Niche market leaders

Our Partners have completed 50+ transactions in the middle market over 20 years of investing together.
These transactions have ranged from investing in owner-operator businesses and management-led buyouts to buying divisions of large conglomerates.

We look to partner with management of exceptional middle market companies with defensible market positions and significant growth potential where we can add value through our operating skills, network and experience.

Companies that are at an inflection point
Companies that possess identifiable, untapped growth potential
Companies where management subscribes to a continuous improvement philosophy
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Our industry focus

Over our team’s 20+ years of private equity experience, we have invested across a broad array of industries, including business services, consumer products and services, and diversified industrials. We seek to leverage our deep experience in our key industries, while remaining opportunistic by regularly evaluating investments across a variety of other sectors.

We have experience in and/or are focusing on the following sectors (among others):

Business services:

Business process outsourcing, outsourced services, specialty marketing, value-added distribution.

Consumer products & services:

Specialty apparel, consumer products, food & beverage, franchising, specialty retail.

Diversified industrials:

Aerospace & defense, automotive, building products, manufactured products, packaging, specialty chemicals.

Business services:

Business process outsourcing, outsourced services, specialty marketing, value-added distribution.

Consumer products & services:

Specialty apparel, consumer products, food & beverage, franchising, specialty retail.

Diversified industrials:

Aerospace & defense, automotive, building products, manufactured products, packaging, specialty chemicals.

Investment characteristics

We make control-oriented investments in North American based businesses with approximately $10M and greater of EBITDA that also exhibit the following characteristics:

Sustainable competitive advantage

High barriers to entry

Recurring revenue

Market-leading position

Committed and proven management teams

Significant growth potential

High free cash flow conversion

Large Addressable Market

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Investment types

Our track record of over 50+ transactions includes:

Management recapitalizations
Family businesses / generational transitions
Corporate divestitures
Leveraged buyouts
Take-private transactions
Strategic add-on acquisitions
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