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
![](https://www.plenarypartners.com/wp-content/uploads/2017/09/healthcare-1.jpg)
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
![](https://www.plenarypartners.com/wp-content/uploads/2017/09/industrials-1.jpg)
Industrials
Engineered products, contract manufacturing, industrial technology and equipment
![](https://www.plenarypartners.com/wp-content/uploads/2017/09/business-services-1.jpg)
Business Services
Business Process Outsourcing, application software, distribution, transportation & logistics, professional services, IT Services, education & training services, security & networking
© 2015 PLENARY PARTNERS