Criteria

Management

  • Experienced management team in place (or identified) that have a meaningful ownership position in their company
  • Substantial industry experience with a successful track record

Financial Performance

  • Companies with a track record of at least 3 years, including audited financial statements
  • Revenue of $10 million to $150 million and EBITDA ranging from $2 million to $10 million

Investment Structures

  • Junior Capital
    – Subordinated (“Mezzanine”) Debt
    – Equity Co-investments
    – Convertible Preferred Equity
  • Event Driven Investments
    – Mergers & Acquisitions
    – Management Buyouts
    – Growth Capital

Targeted Traits

  • Proven management team with a meaningful equity stake in their company
  • Proven cash flow with positive growth trend
  • Scalable business platform with a defensible market position