12243 Branford Street Sun Valley, California

Investment Criteria

Business sectors

platform

  • Industrials
  • Manufacturing
  • Business Services

bolt-on

  • Strategic fit with an existing portfolio company

Location

  • Worldwide, preferably North America
  • Worldwide

Transaction Size

  • $10 million to $200 million
  • $5 million and up

Target Revenue

  • $20 million and Up
  • $5 million and up

Target EBITDA

  • $3 million and Up
  • Not Essential

Type

  • Corporate divestitures
  • Generational management transitions
  • Recapitalizations (majority)
  • PE Exits / End-of-fund life
  • Special Situations
  • Corporate divestitures
  • Generational management transitions
  • Recapitalizations (majority)
  • PE Exits / End-of-fund life
  • Special Situations

Qualitative Criteria

  • Committed management
  • Sustainable competitive advantage
  • Attractive cash flow characteristics
  • Strong financial performance
  • Diversified customer base
  • Expansion of:
    • Product lines
    • Customer base
    • Geographic footprint
    • Production capacity
    • Human capital
  • Realization of cost synergies