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 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