Investment Criteria

Typical Investment Profile

• Company Revenue: Annual sales up to $500M
• Enterprise Values: $10M to $250M
• Equity Investments: $5M to $50M

Focus Industries of Experience:

• Financial Services
• Healthcare
• Manufacturing
• Natural Resources and Energy
• Technology Related

• Automotive & Transportation
• Business and Consumer Services
• Consumer Products
• Defense & Aerospace
• Distribution

Relevant Business Situations:

• Reorganizations/Recapitalizations
• Special Situations
• Stalking-Horse Bids
• Succession Planning
• Turnarounds

• 363 Sales
• Acquisitions
• Corporate Carve-outs
• Divestitures
• Non-Strategic Business Units