We partner with leaders who share our values and vision for growth.
PARTNERSHIP CRITERIA
Closely-Held, Family Owned or Entrepreneurial Owned Organizations; Small Cap Public Companies
Flexibility to Fit the Situation: Majority Ownership and Shared Control Transactions, Minority Investments, Mezzanine, and Growth Capital
Typical Target Company Size:
$1M to $20M in Adjusted EBITDA; Add-On partnerships can be smaller
TARGETED INDUSTRIES & SELECT SUB-SECTORS
Healthcare
Device & Product
Medtech
Disposables
Diagnostic & Monitoring
Wound Closure / Wound Care
Surgical Instruments
Research Tools
Interventional Devices & Instruments
Outsourced Support Services
Strategic & Operations Consulting
Contract Negotiation
Compliance Management
Patient Recall
Revenue Cycle Management
Finance & Accounting
Back Office
Spend Management & Audit
Certification / Accreditation
Human Resource Support
Supply Chain Solutions
Specialty Distribution
Maintenance, Repair & Operations Supplies
Technology Distribution & Integration
Specialized Services
3PL & Freight Forwarding
Customs Brokerage
Mission-Critical Shipments
Concierge-Level Services
Business & Industrial Services
Facilities Management, Landscaping / Snow Removal & Property Services
Education & Training Services
Infrastructure Services
Industrial Services
Outsourced Engineering, Automation & Electrical / Control Services
Back Office & Revenue Cycle Management
Testing & Inspection
Audit, Compliance, Certification & Regulatory
Technology-Enabled Business Services
Financial Technology & Payments Services
Contractors & Construction Services
GEOGRAPHY
Preference for the Eastern half of the United States, but open to other locations; no geographic limitation for add-on acquisitions
EXAMPLE SITUATIONS
• Growth Capital
• Management Buyouts
• Partial Shareholder Liquidity
• Buying out of a Partner / Family Member
• Owner Transition / Retirement
• Debt Refinancing
• “White Knight” Capital
• Minority / Mezzanine Investments
CHARACTERISTICS
• Superior management team, the core of which will remain active after closing
• Strong history of profitability & growth
• Team-oriented culture
• Limited customer concentration
• Fragmented Industry structured for a “Buy & Build” Opportunity
• High Free Cash Flow Generation
We focus on well-run, differentiated businesses that continue to be underserved from the broader financial community and where substantial growth opportunities remain.