Investment Criteria

Financial Parameters

Revenues of at least $10 million and EBITDA of $2-20 million; no minimum for add-ons to existing portfolio companies
Investment Size: $5-100 million (larger investments possible with like-minded co-investors)
Securities: Equity, mezzanine debt or combination thereof
Record of consistent growth and profitability; future earnings visibility
Strong EBITDA margins
Attractive return on invested capital

Qualitative Parameters

Closely held companies owned by a founding family, entrepreneur and/or management teams seeking to grow or transition ownership
Companies headquartered in USA. We may invest opportunistically in Canada-based or Israeli export-oriented companies with US end markets
Strong scalable management teams with aligned goals
Strong and defensible market position
Proven, profitable and scalable business model
Differentiated products or services
Multiple identifiable levers for value-creation
Favorable industry and macroeconomic trends