INVESTMENT STRATEGY
Investment Focus
We seek to partner with seasoned management teams at companies with proven business models that are at an inflection point in their development. We are focused on addressing several industry verticals using a systematic and analytical investment approach.
Investment Parameters
Type: Leveraged / Management Buyouts and Growth Equity Investments
Size: EBITDA of $25 million or higher; Enterprise values from $250 to $1 Billion
Industry: Energy, Manufacturing, Healthcare and Information Technology
Other: Investments in minority-owned and or women owned/operated businesses are considered
Investment Principles
We research each sector focus to develop an analytical, not anecdotal, framework to evaluate investment opportunities. This framework is augmented by our network of senior executives and leaders within each sector. Through this sector knowledge and network, we view ourselves as an industry/strategic buyer, not a transactionally-driven financial buyer.