Private Equity For Growing Companies

At Serene Capital Management, we specialize in making equity and mezzanine investments in companies with revenues in excess of $20 million. Our investments are typically used for either growth capital or to provide liquidity for business owners. We consider opportunities across a broad spectrum of industries, focusing on businesses with a competitive advantage in their market and strong barriers to entry. Additionally, each company must be well established and have a clear and actionable strategy for achieving future growth.

We are unique in that we take a personal approach to investing. We look beyond the spreadsheets and understand there is a real-life implication with each investment. Every company has a unique culture that is woven in its DNA, which is a big part of its success. Understanding that culture takes time and effort but we find this to be essential to building a successful, long-term relationship with our portfolio companies. By taking the time upfront to establish mutual trust and respect with management teams, we have been able to forge strong partnerships that help companies achieve their growth potential.

Investment Parameters

  • Revenues in excess of $20 million
  • Minimum of $2 million in Operating Income
  • Multiple years of positive cash flows

Targeted Industries

  • Business Services
  • Manufacturing
  • Distribution
  • Energy Services
  • Consumer Products
  • Healthcare
  • Technology

Investment Characteristics

  • Equity and mezzanine investments range from $3 million to $10 million per transaction
  • Larger transactions may be funded in partnership with other PE firms