Investment Criteria

The Firm seeks investment opportunities that generally have the following characteristics:

  • Projected beneficiary of structural changes
  • Strong and motivated management team
  • Strong competitive position with reasonable barriers to entry
  • Multiple avenues of growth
  • Proven or capacity for operational excellence
  • Increasingly global operations
  • Proven economic model that delivers strong profitability and cash flow generation
  • Favorable outlook for liquidity opportunities in a three to seven year timeframe

The Firm seeks investment opportunities in transaction sizes of $20-200 million. The Firm invests in growth financings, recapitalizations, consolidation and build-ups investments, and leveraged-buy-out investments. The Firm invests $5-20 million in growth financings and $10-40 million in leveraged-buy-outs and recapitalizations investments.