Investment Criteria
Small family-owned businesses and corporate orphans tend to have common barriers to growth, which when removed, unlock hidden value which can lead to significant outperformance.
DOWNLOAD FIRM SUMMARYKEY CRITERIA
FROM
$3M
EBITDA
TO
$10M
EBITDA
LOCATIONS
Continental US with focus on eastern US to Mountain West
CONTROL ACQUISITIONS AND RECAPITALIZATIONS
Acquisitions of family-owned or corporate orphans that preferably have not been institutionally-owned
SECTORS OF FOCUS
Light Manufacturing
Healthcare
Energy
