Investment Criteria
Below is a brief overview of the investment criteria for our merchant banking transactions.
-
Typical Transaction Size
Revenue: $25 - $100 million
EBITDA: $5 - $20 million -
Geography
Our investment decisions are based on the strength of a business and its management team rather than its location.
-
Industries
We consider investments in all industries. Based on the firm's current portfolio and its principals' previous experience, we are most interested in the health care, financial services, and consumer products and services industries.
-
Desired Company and Industry Characteristics:
- Closely-held companies and family businesses.
- Experienced management teams.
- Proven business models with several years of operating experience and revenue growth.
- Clearly defined growth opportunities.
- Fragmented industries.