STRATEGY
Target Company Criteria
We principally target companies that are:
01
$2–$20 MILLION
IN EBITDA
02
PRIVATE
OR PUBLIC
03
MARKET LEADERS, WITH A
DEMONSTRABLE COMPETITIVE ADVANTAGE
04
GROWING OR
WITH SIGNIFICANT GROWTH POTENTIAL
Attractive financial
characteristics
The potential to dominate their market
An interest in working with a partner to grow and improve the company
Excellent management (or the capacity to attract excellent management)
Transaction Criteria
We aim to invest $10 – $200 million
in these companies
We are open to:
A VARIETY OF TRANSACTION STRUCTURES
CONTROL • NON-CONTROL
––
MULTIPLE TYPES OF JUNIOR SECURITIES
COMMON • PREFERRED
MEZZANINE
––
A WIDE VARIETY OF PARTNERS
COMPANY OWNERS
MANAGEMENT TEAMS
INDEPENDENT SPONSORS
OTHER CO-INVESTORS