While we are flexible investors, our private equity transactions tend to involve target companies with the following attributes:

Core Characteristics:

  • Recurring revenue and established customer relationships
  • Current or near-term positive cash flow/profitability
  • Limited capital intensity
  • Compelling competitive position
  • Proven management team and operational systems

Financial Characteristics:

  • Revenue greater than $5 million
  • EBITDA of $1 million or more
  • Enterprise value of $5 million to $25 million
  • Required capital infusion of $1 million to $10 million

Transaction Structures:

  • Initial or follow-on institutional round
  • SAFE, participating preferred and/or senior debt structure
  • Management and/or family business buy-outs or transitions
  • Corporate divestitures and spin-offs
  • Special situations including restructurings and operational turnarounds

​For more information, contact us.