equity strategies

  • Investment criteria

    North American Focus

    Control Equity and Influential Minority

    Platforms: $3-35 million EBITDA

    Add-ons: EBITDA of any size

    Negative EBITDA: Distressed Companies

  • Industry Focus

    Industrial Manufacturing & Services

    Consumer Products & Retail

    Food & Beverage

    Value-Added Distribution

    Packaging

    Healthcare

    Business Services

    Technology-enabled Services

  • Transaction types

    Family/founder & entrepreneur-led businesses

    Corporate Carve-outs

    Add-on acquisitions

    Underperformers

    Turnarounds

    Complex & Special Situations

  • Equity Structures

    Traditional Buyouts

    Owner Operator Recapitalizations

    Minority Equity

    Preferred / Structured Equity

    Restructurings