Industries

Energy
Healthcare
Information Technology
Manufacturing

Investment Criteria

Our firm seeks to identify and invest behind high quality companies led by motivated and skilled executives. We then align both our short and long-term interests by providing our management teams with a meaningful ownership stake in the businesses they lead. While we will actively pursue opportunities across a broad range of industries, we seek certain characteristics within each of our investments:

 

  • Ongoing participation with existing management

  • A history of consistent growth with operating profits greater than $25 million and operating margins greater than 10%

  • A base level of predictable, stable revenues

  • The opportunity to significantly increase profitability - through revenue growth, consolidation of expenses, add-on acquisitions leading to efficiencies of scale, or other operating improvements

Transaction Types

  • Corporate Divestitures

  • Buy-outs

  • Recapitalizations

  • Growth Equity

  • Add-on Acquisitions

Transaction Size

  • Companies valued between $250 million and $1 Billion Equity investments of $100 to $450 million

  • Larger transactions are pursued in collaboration with our strategic partners

  • No minimum size for add-on acquisitions

Management

  • Seek seasoned, experienced management teams with strong entrepreneurial drive
  • Prefer to acquire and expand companies in concert with existing management
  • Selectively pursue opportunities that require management transition

© 2018 by CADIZ CAPITAL HOLDINGS LLC

  • Facebook Round
  • Twitter Round
  • Google Round