Focus & Criteria

Businesses Characteristics

• Revenue of $5.0 million to $50.0 million
• Cash flow of $1.0 million to $5.0 million
• Privately held business with headquarters in the U.S.
• Need for executive support to facilitate ownership transition
• Capable & stable second layer management team
• Stable contractual relationships and diverse customer base
• Clear opportunities for investment, growth and value creation

Industry Characteristics

• Health care services and value added distribution
• Other business services, light manufacturing and distribution
• Historical and projected industry growth
• Niche product / service with proven barriers to entry
• Limited exogenous risks (regulatory, environmental, etc.)

Transaction Types

• Control Acquisitions
• Family Successions
• Leveraged Buyouts
• Corporate Carve-Outs
• Recapitalizations