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Investment Criteria
For us, the quality of the management team is the cornerstone for any successful investment, and while we prefer to back existing management teams, we can supply strong managers in industries in which we have investment experience or executive affiliates with a relevant background.
Our flexibility has enabled us to solve some difficult deal and operating issues over the years—we are often able to understand the big picture of a special situation or “story deal,” and don’t get bogged down in details. While we are a generalist firm and encourage submission of investment opportunities, we are most competitive in situations with the following characteristics:
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Company Size |
Revenues of $25 million to $200 million
EBITDA of at least $3 million
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Focus Areas |
Engineered Products and Industrial Technologies
Process Equipment
Complex Custom Assemblies
Controls and Solutions Providers
Highly Engineered Products
Specialty Plastics, Chemicals and Adhesives
Environmental and Infrastructure
Pollution and Control Equipment
Monitoring Equipment and Services
Instrumentation
Utility Transmission and Distribution
Technical Business Services
High Value Added Distribution
Technical Facilities and Maintenance
Outsourced Commercial Services
Specialty Materials Handling
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Investment Size |
$5 - 50 million of equity capital
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Structure |
Majority or Minority investments for Acquisitions,
Recapitalizations,
De-leveraging or Joint-Ventures
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