Investment Criteria

WHAT WE LOOK FOR IN OUR BUSINESS PARTNERS

PBC is willing to explore a spectrum of investment options that – with our operating expertise, professional network and capital – possess the opportunity for greater reward through both revenue and multiple expansion. We are an opportunistic growth investor looking to partner with strong management teams in a variety of industries. While PBC is not restricted to investing in any particular industry, we gravitate towards investing in asset light, growth opportunities. PBC has particular expertise in business services, business process outsources, transportation/logistics and healthcare.

PBC has a thorough investment methodology, extensive due diligence focus and an integrated team approach that brings significant operational leverage to our portfolio companies.

Moreover, integrity and honesty are principles we live by in business and in our personal lives. We expect the same of our partners and business associates. It is critical to our mutual success.

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PORTFOLIO COMPANIES ADD-ON INVESTMENTS
LOCATION
  • United States
  • Worldwide
SECTORS
  • Business Services
  • Business Process Outsourcers
  • Transportation / Logistics
  • Healthcare
  • Other
  • Strategic fit with existing portfolio company
TYPE
  • Controlled Investments
  • Minority Investments
  • Controlled Investments
TRANSACTION SIZE
  • $20M to $200M Enterprise Value
  • $5M to $50M Equity Investments
  • $1M and up
TARGET REVENUE
  • $20M and up
  • $1M and up
TARGET EBITDA
  • $5M and up
  • Not Required
QUALITATIVE CRITERIA
  • Strong management teams
  • Competitive advantage
  • Attractive free cash flow
  • Diverse customer and vendor base
  • Growth opportunities
  • Expand product lines
  • Diversify / augment customer base
  • Broaden geographic footprint
  • Realize cost savings
PLATFORM
SECTORS
  • Niche Manufacturing
  • Value Added Distribution
  • Business Services
  • Consumer
LOCATION
  • United States & Canada
TRANSACTION SIZE
  • $20M to $250M
TARGET REVENUE
  • $20M and up
TARGET EBITDA
  • $4M and up
TYPE
  • Controlled Investments
QUALITATIVE CRITERIA
  • Strong management
  • Sustainable competitive advantage
  • Attractive cash flow characteristics
  • Leading market source
  • Strong financial performance
  • Diversify customer base
  • Reasonable growth prospects
ADD-ON
SECTORS
  • Strategic fit with existing portfolio company
LOCATION
  • Worldwide
TRANSACTION SIZE
  • $1M and up
TARGET REVENUE
  • $1M and up
TARGET EBITDA
  • Not Required
TYPE
  • Controlled Investments
QUALITATIVE CRITERIA
  • Expand product lines
  • Diversify / augment customer base
  • Broaden geographic footprint
  • Realize cost savings