Investment Criteria

Company Size

• Revenues up to $75mm

• EBITDA $2 - $7mm

• Ability to go higher in specific instances

Target Industries

• Value-Added Manufacturing & Distribution

• Health Care

• Business Services

• Consumer Products & Services

• Education

• Financial Services

Types of Transactions

• Family & Closely-Held Transitions & Buyouts

• Majority Recapitalizations

• Management Buyouts

• Corporate Carveouts

Location

United States; with a preference for East of the Rockies