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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