Investment Strategy

Sectors of Interest

  • Business Services
  • Specialty Manufacturing
  • Distribution/Logistics
  • Water Treatment
  • Energy Services

Investment Parameters

  • Revenues of $10 Million to $100 Million
  • Minimum of $2 Million in Operating Income
  • Multiple years of positive cash flow
  • Strong competitive position
  • Motivated management team

Characteristics of Investments

  • Equity investments range from $2 Million to $10 Million per transaction
  • Larger transactions may be funded in partnership with affiliated funds
  • Funding for both growth capital and/or owner liquidity
  • Minority and majority investments will be considered