INVESTMENT CRITERIA

A commitment to continuous process improvement at all of our portfolio companies is an important element of our success. We seek to invest with managers who embrace this philosophy. Each platform company investment achieved value growth in part through the implementation of disciplined process improvements.

Investment Situations

  • Recapitalization of Family Businesses
  • Management Buyouts
  • Corporate Divestitures
  • Industry Consolidations
  • Companies in need of significant capital to grow organically or
    through acquisition

Investment Characteristics

  • Engineered solutions to customers based on process know-how or IP
  • Quality and delivery more important than price
  • Deeply rooted customer relationships
  • Mission critical components where cost of failure greatly exceeds cost
    of overall system
  • Recognizable and strong brand equity in industry
  • History of growth through cycles
  • EBITDA

    $3m - $20m

    Add-on Acquisitions: Any Size

  • Geography

    U.S. or Canada

    Add-on Acquisitions:
    Any location

  • Enterprise Value

    $30m - $200m

    Add-on Acquisitions: Any Size