FIRM BROCHURE

Criteria

Our investments are opportunistic and do not focus on any specific industry. However, we generally adhere to these guidelines:

We Target Platforms With:
  • $2 - $10 million in EBITDA
  • $5 - $50 million in enterprise value
  • Defensible market position
  • Stable competitive dynamics
  • Multiple exit opportunities
  • High free cash flow conversion
  • Strong EBITDA growth prospects
We target Add-Ons With:
  • EBITDA of any size
  • Valuable Human Capital
  • Strategic fit with an existing portfolio company
  • Adjacent markets
  • Direct competitors
  • Complementary products/services
Geography
  • Target the South
  • Have Made Investment Nationwide
Transaction Types
  • Management/Leveraged Buyouts
  • Buy & Builds
  • Family Succession/Owner Recapitalizations
  • Sponsor-to-Sponsor
Management
  • History of profitable growth and value creation
  • Significant industry experience
  • Strong alignment of interest: true partnership