Investment Criteria

We invest in companies to help them pursue untapped market opportunities, enter or exit markets, make acquisitions, reposition certain business lines and/or implement other strategic or operational changes that will lead to greater profitability and long-term growth.

Ownership style

Control orientation

Company size

Revenues of $50 - $500 million

Investment size

Up to $50 million per transaction from existing $265 million fund
($75 million or more per transaction with our active LP co-investment program)

Industries

Flexible, with particular expertise in the following industries:

  • Business services
  • Chemicals
  • Communications / media / software
  • Consumer / retail
  • Distribution / logistics
  • Energy
  • Financial services
  • Healthcare
  • Industrial / manufacturing
Transaction types
  • Corporate carve-outs / orphaned divisions
  • Family-owned business acquisitions
  • Reorganizations / recapitalizations
  • Complex and special situations
  • Industry consolidations
  • Take-private transactions
  • Operationally-challenged businesses
  • Out-of-favor industries