We want to partner with leaders who share our values and vision for growth.
PARTNERSHIP CRITERIA
Closely-Held, Family Owned or Entrepreneurial Owned Organizations; Small Cap Public Companies
Flexibility to Fit the Situation: Majority Ownership and Shared Control Transactions, Minority Investments, Mezzanine, and Growth Capital
Typical Target Company Size:
$2M to $20M in Adjusted EBITDA
TARGETED INDUSTRIES & SELECT SUB-SECTORS
Healthcare
Device & Product
Medtech
Disposables
Diagnostic & Monitoring
Wound Closure / Wound Care
Surgical Instruments
Research Tools
Interventional Devices & Instruments
Outsourced Support Services
Consulting
Revenue Cycle management / Back Office
Training
Audit
Spend Management
Certification / Accreditation
Compliance
Human Resource Support
Software
Pharma Services
Supply Chain Solutions
Specialty Distribution
Maintenance, Repair & Operations Supplies
Technology Distribution & Integration
Specialized Services
3PL & Freight Forwarding
Customs Brokerage
Mission-Critical Shipments
Concierge-Level Services
Business & Industrial Services
Facilities Management, Landscaping / Snow Removal & Property Services
Education & Training Services
Infrastructure Services
Industrial Services
Outsourced Engineering, Automation & Electrical / Control Services
Back Office & Revenue Cycle Management
Testing & Inspection
Audit, Compliance, Certification & Regulatory
Technology-Enabled Business Services
Financial Technology & Payments Services
Contractors & Construction Services
GEOGRAPHY
Preference for the Eastern half of the United States, but open to other locations; no geographic limitation for add-on acquisitions
EXAMPLE SITUATIONS
• Growth Capital
• Management Buyouts
• Partial Shareholder Liquidity
• Buying out of a Partner / Family Member
• Owner Transition / Retirement
• Debt Refinancing
• “White Knight” Capital
• Minority / Mezzanine Investments
CHARACTERISTICS
• Superior management team, the core of which will remain active after closing
• Strong history of profitability & growth
• Team-oriented culture
• Limited customer concentration
• Fragmented Industry structured for a “Buy & Build” Opportunity
• High Free Cash Flow Generation
We focus on the smaller end of the middle market as it continues to be underserved from the broader financial community and substantial growth opportunities remain.