Investment Criteria

Criteria for Investment

  • Location
  • Sectors
  • Type
  • Transaction Size
  • Target Revenue
  • Target EBITDA
  • Qualitative Criteria
  • Location
  • Sectors
  • Type
  • Transaction Size
  • Target Revenue
  • Target EBITDA
  • Qualitative Criteria

Portfolio Companies

Location:

  • United States

Sectors:

  • Business Services
  • Business Process Outsourcing
  • Healthcare
  • Infrastructure
  • Transportation / Logistics
  • Other

Type:

  • Controlled Investments & Minority Investments

Transaction Size:

  • $20M to $300M Enterprise Value

Target Revenue:

  • $20M and up

Target EBITDA:

  • $5M and up

Qualitative Criteria:

  • Strong Management Teams
  • Competitive Advantage
  • Attractive Free Cash Flow
  • Diverse Customer and Vendor Base
  • Growth Opportunities

Add-On Investments

Location:

  • Worldwide

Sectors:

  • Strategic Fit With Existing Portfolio Company

Type:

  • Controlled Investments

Transaction Size:

  • $1M and up

Target Revenue:

  • $1M and up

Target EBITDA:

  • No Minimum

Qualitative Criteria:

  • Expand Product Lines
  • Diversify / Augment Customer Base
  • Broaden Geographic Footprint
  • Realize Cost Savings