INVESTMENT CRITERIA

$3-$20m


Size
EBITDA of $3.0 to $20.0 million and larger

$5-$50m


Equity Investment
Typically $5 to $50 million of equity capital; however, with our partners we have the ability to invest
substantially more

Focused


Geography
Significant operations in the U.S.

Scalable


Business Model
Established, well-run lower middle market companies with proven business models

Healthcare

Healthcare services, healthcare IT, distribution and pharmacy services, contract manufacturing, life sciences and diagnostics, devices and equipment, products and supplies, specialty pharmacy, lab consumables, lab services, specialty products

Industrials

Engineered products, contract manufacturing, industrial technology and equipment

Business Services

Business Process Outsourcing, application software, distribution, transportation & logistics, professional services, IT Services, education & training services, security & networking

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