The following is a non-exhaustive list of our investment criteria:
Company Ownership |
Ideally, First Generation Owner / Operator |
Pre-Tax Earnings / Net Income
|
$1 million – $10 million
|
Business Type
|
Business Services, Distribution & Manufacturing
|
Equity Check Size
|
$2 million – $20 millionĀ |
Transaction Type |
Minority Equity Buyouts
Majority Buyouts
|
Geography |
Southeast preference but ability to invest nationwide |
Not Considered
|
Start-ups
Turnarounds
Real Estate (unless tied to the business)
Technology
|
Other Company Characteristics
|
Predictable cash flows
Management teams focused on culture
|