Transaction characteristics
$1-10M equity, minority or majority stakes
Growth equity investments, management buyouts and recapitalizations
Management-friendly capital, typically holding common equity alongside management
People
Established management teams with a demonstrated track record for growth and profitability
Managers with a significant ownership position in the company, representing most of their financial net worth
Company
Headquartered in North America
Annual revenue of at least $2 million
Demonstrated profitability
Proven business models, an established customer base and market share
Scalable businesses with a preference for recurring revenue
Markets
Markets with favorable growth prospects – either through participation in growing industries, market share expansion, industry consolidation or innovative business strategies
Industries
Retail, E-commerce, and Consumer Products
Home Services
Food & Beverage
Strong & Scalable Business Models
An Existing and reliable customer base with recurring revenues streams
Placement in markets with high growth potential