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Investment Focus

 

 

Geography

United States and Canada


Size

Minimum revenue of $3 million
Prefer EBITDA of at least $1 million, but will look at smaller companies


Business Characteristics

Small market niche leaders
Defensible market position
Growth potential internally or through acquisition
Niche manufacturers of consumer and industrial products
Unique service companies
Value-added distribution


Management

Management continuity is preferred, but not required


Avoided Industries

Retail, restaurants, software, start-ups, real estate, commodity products, biotech


Transaction Types

Buyout of retiring owner or majority/minority shareholder
Management buyout
Generational transfer in a family business
Recapitalization of existing ownership/management
Corporate divestitures

 

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