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Investment Criteria

We are creative problem solvers and have the flexibility to invest in a variety of structures. Our platform investments typically have the following characteristics:

Common and Preferred
Equity

Security

$10-100 million
per company

Investment Size

Up to $250 million
 

Enterprise Value

>$40 million
 

Revenue

US & Canada
 

Geography

Target Industries

Aerospace, Defense, Gov’t Services

Building Products

Manufacturing, Distribution & Business Services

Forest Products

Food Processing, Distribution, and Equipment

Packaging & Converting

Transaction Types

Buyouts

Corporate Carve-outs / Divestitures

Take-Private Transactions

First Institutional Capital

Recapitalizations

Restructurings and Bankruptcies