Strategies

Private equity capital tailored for the lower middle market

Equity

Corporate Private Equity

Core to our strategy is to take a partnership approach to investing. We seek to partner with management teams to drive value through acquisitions, business development initiatives and operating improvements.

We typically prefer situations where the seller is willing to retain a meaningful equity stake. We strongly believe that establishing a structure in which both investors and key managers share a common ownership vision, and are motivated to maximize value, is critical to achieving superior return on investment.

We believe in a solutions-oriented and flexible investment approach. We are long-term investors and structure our investments with that philosophy in mind.

Typical investment candidates include family-owned businesses, management-led buyouts, companies that require new capital for growth, strategic initiatives or balance sheet restructurings.

Investment Criteria:

Up to $100M Transaction Value
$10M – $100M Revenue
$1M – $15M EBITDA
U.S. & Canada Geography

Industries:

Aerospace & Defense Business Services Critical Power Services Engineering & Infrastructure Services Fire & Safety Government Services Industrial & Automation Services Security & Access Control Technical Staffing & Skilled Trades

Partnership Approach to Investing

We invest alongside founders and management teams who retain meaningful equity, aligning interests and creating a shared ownership vision focused on long-term value creation.

Growth Through Acquisitions

We are seasoned buy & build investors, providing our partners with capital, a deep deal sourcing network, and the operational resources and integration expertise to scale companies through acquisitions.

Operationally Focused Investors

Our dedicated in-house operations team works alongside management from day one, driving integration, operational improvements, and sustainable performance across our portfolio.

Summary of our preferred investment criteria for
Private Equity investment strategies

Industries

  • Manufacturing
  • Business services
  • Staffing services
  • Government services
  • Engineering services
  • Information technology
  • Aerospace & defense

Financials

  • Revenues up to $200 million
  • Stable operating margins
  • Consistent cash flows
  • Historical & projected growth
  • Potential for operational improvement
  • Attractive working capital profile
  • Stable asset base

Situations

  • Leveraged buyouts
  • Management buyouts
  • Buy & build platforms
  • Recapitalization & refinancing
  • Strategic investments & growth
  • Co-investments
  • Carve-outs

General

  • Located in the U.S. or Canada
  • Prefer majority stakes
  • Partnership model
  • Proven management teams
  • Alignment of interests
  • Strong and defensible position
  • Solid industry fundamentals