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

Building Products

Business & Industrial Services

Energy Services

Forest Products

Niche Manufacturing & Distribution

Food Processing, Distribution, and Equipment

Packaging & Converting

Transaction Types

Buyouts

Corporate Carve-outs / Divestitures

Take-Private Transactions

First Institutional Capital

Recapitalizations

Restructurings and Bankruptcies