Equity Investment Criteria

We seek strategic investments in companies with the following characteristics:

$10,000,000

MINIMUM REVENUE

$1,000,000

MINIMUM EBITDA

Proven
technology,
services, &
capabilities

 

Defensible
market
position

Proven
management
team

Exceptions

We will selectively consider investments outside these parameters if there is a compelling business case where we can leverage our resources to add significant value to the business, or where the technology or customer base is complementary to one of our existing portfolio companies.

    We have a proven track record of working with owners/founders and management teams to structure a deal that meets the unique objectives of all stakeholders in each transaction. This can be done through multiple frameworks that include:

    • Cash at closing
    • Retained equity positions
    • Performance bonuses and equity plans for management and key employees