Sector focused and vision-led criteria

Led by the industry knowledge of our Sector Leaders, and CEO’s, we are highly selective in the sector-based investments we pursue. This exclusivity allows us to work with the finest companies from each industry.

Our Investment Criteria

  • Revenues from $25 to $200 million
  • A minimum EBITDA of $3 million.
  • Typically privately-owned, especially family-owned or multi-generational businesses
  • Businesses experiencing growth-related constraints that cannot be met with existing financial and managerial resources
  • Potential to achieve significant annual earnings growth through a combination of revenue growth and operational improvements
  • North American Headquarters
  • Current owners seeking to reinvest a portion of the proceeds in the new company