22049
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Title Image

Strategy

Investment Criteria

Industry Focus

Industrial Growth
Consumer
Business Services

Enterprise Value

$50-250 million

EBITDA

$5-35 million

Equity Investments

$20-100 million

Company Attributes

Strong, experienced management teams
Potential for organic and acquisitive growth
Opportunity for operational improvements
Leading niche market position
Sustainable competitive advantage
Attractive relative value

Geography

United States

Transaction Focus

Buyouts and Recapitalizations
Closely-held or Family-owned Businesses
Buy-and-Build Opportunities
Non-core Subsidiary Carve-outs

Value Creation Starts With Great Ideas

Over the past 20 years, our team has built an extensive network that generates a variety of high-quality investment opportunities that fit our criteria both culturally and operationally. We have substantial experience in working with owner-operators and family-owned businesses. Our team understands the challenges and opportunities management regularly faces. In our careers, we have been operators and investors.

Our team works with management to design customized value creation plans for each portfolio company and implements those plans across all stages of the investment lifecycle.

THESE PLANS OFTEN INCLUDE:

  • Implementing operational efficiencies
  • Facility expansions
  • Logistics & supply chain optimization
  • Product line & service extensions
  • Geographic expansions
  • Strategic tuck-in acquisitions
  • Transformational mergers or combinations

Where We Focus

Our cohesive, experienced team has a strong historical track record within our core sectors: industrial, consumer and business services.

We participate in a range of deal types, including buyouts, recapitalizations, closely-held or family-owned businesses, buy-and-build opportunities and non-core subsidiary carve-outs. Through the development of well-studied investment themes within our core sectors, we leverage a diverse sourcing model to identify high-quality opportunities where we can pursue our demonstrated and repeatable strategy of value creation. We target investments in several industry sub-verticals that we continually evaluate and update, but have previously included the following:

  • Specialty Distribution
  • Industrial Technology
  • Outsourced Industrial Services
  • Specialty Coatings, Chemicals and Adhesives
  • Residential Services
  • Auto Aftermarket
  • Enthusiast Driven Products
  • Wellness & Personal Care
  • Environmental Services
  • Facilities Management & Services
  • Transportation & Logistics
  • Machinery Maintenance & Repair