Investment Criteria

Enterprise Value: Typically $200 million to $2.0 billion

Initial Equity: $50 - $250 million

Transaction Types:
  • Management buyouts
  • Platform investments / leveraged build-ups
  • Management turnarounds
  • Purchases of under-valued businesses or portfolios of assets
  • Regulatory complexity

Investment Profile: Downside risk is mitigated through embedded asset value. Opportunity to unlock upside potential through strategic initiatives, which include the following:

  • Augment management teams
  • Motivate staff / implement incentive plans
  • Rollout existing business
  • Reposition business through divestitures and add-on acquisitions
  • Identify hidden asset value
  • Access capital markets
  • Plan capital expenditures
  • Enhance financial reporting
  • Implement new management systems