Investment Criteria

Our investment criteria focus on identifying opportunities with strong growth potential, solid financials, and manageable risk levels.

Key underwriting characteristics include:

  • Experienced management teams
  • Favorable industry
  • Solid company prospects, including a dominant competitive position

Target Company Characteristics

  •  Revenue: $10 – 50MM
  •  EBITDA: $3 – 20MM
  •  Industry: Generalist (except Real Estate)
  • Geography: North America
  • Proven, well-balanced management team
  • Effective financial controls and information systems
  • Favorable industry outlook for sustainable revenue growth
  •  Dominant market position or defendable niche role

 


 

Transactions

  • Acquisitions
  • LBOs & MBOs
  • MBOs Recapitalizations
  •  Debt Refinancing
  • Growth Financing
  • Turnarounds & Restructuring
  • Special Situations


 

Investment Characteristics

  •  Investment amount: $5 – 40MM
  • Sponsor and non-sponsor transactions
  • Cash flow based investments
  • Direct originations
  •  Syndicated/club financings

 


 

Investment Products

  • Revolving credit facilities
  • First and second lien secured
  • Unitranche
  • Mezzanine
  • Equity co-investment (non-control)