Investment Criteria

Target control equity investments at attractive valuations in successful, growth oriented and profitable private companies with significant growth opportunities to take the company to the next level. We aim to partner with existing founders, entrepreneurs or strong management teams, and keep them in place, while adding value through contributing our extensive experience.

Our team possesses industry expertise in manufacturing and service businesses, and more broadly in technology, health care and aviation. We do not invest in start-ups or companies in distress or bankruptcy. We aim to achieve financial transparency and significant new business expansion in our companies.

Location

  • Primarily in the United States

Revenues

  • $10 million to $100 Million

EBITDA

  • Minimum $3 Million, 10% or greater EBITDA to sales margins

Industries

  • Manufacturing and service businesses with low CAPEX needs and high cash flows

Leverage

  • Conservative, primarily senior debt

Liquidity

  • Target to distribute significant annual cash income to our investors