Transaction Types
We focus on equity investments of $5-$100 million, with the ability to invest additional equity capital through partnering with like-minded co-investors, to support a wide range of transactions and situations:
Generational Changes of Ownership We offer owners of family businesses complete or partial liquidity while providing an active role for subsequent generations and working to preserve a company's culture and legacy. Growth Capital We invest in companies seeking capital to finance internal growth, add-on acquisitions or reduction of financial leverage. Management Buyouts and Leveraged Buyouts We acquire small to mid-sized businesses or divisions of larger companies that can benefit from an energized financial and strategic partner. Recapitalizations We provide owners of closely held businesses with liquidity while allowing them to retain significant ownership and day-to-day operational control. Turnarounds Profitable companies with a defensible market niche and strong asset base may underperform earnings potential due to management or ownership circumstances that are not optimized. We seek to improve the efficiency and profits of these firms by working and investing with revitalized management. We will consider restructuring and operational turnarounds on a selective basis where there is a clear path to recovery. Mezzanine Debt We will consider sub-debt investments under certain circumstances, preferably alongside an equity investment. |
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