Investment Criteria

Financial criteria
  • $1 - $35M in EBITDA
  • Transaction values of up to $100M
  • EBITDA or Cash flow margins of at least 10%
  • Historic profitability
Company Criteria
  • Simple businesses with some recurring revenue
  • Strong management team in place
  • Diverse customer base with no concentration issues
Industry criteria
  • Growing industries and sectors
    • Business Services
    • Software and Technology Services
    • Industrial Services
    • Healthcare Services
    • Niche Manufacturing
    • Educational Services
  • Large, Fragmented and Growing
Transaction criteria
  • Leveraged buyouts
  • Control buyouts
  • Growth capital
  • Recapitalization
  • Generational transfers
  • Partner buyouts
  • Management Buyouts
  • Management Buy-ins
Avoids
  • Turnarounds
  • Early Stage
  • Distressed situations
  • Real estate only investments
Geographic criteria
  • US
  • India

Why Us?

Certainty of closing
We have access to large pools of committed funds and work with a diverse group of Senior Lenders, Mezzanine financing firms, Private Equity Funds, Private Equity Groups, High Net Worth individuals, Private and Angel investors. We are very comfortable with transaction values of up to $100M.

Flexible transaction structure
We develop a close relationship with the sellers to deeply understand their desires, wants and needs out of the transaction and then propose an optimized WIN-WIN deal structure that takes into account their life style as well as their overall tax situation

Partnership with sellers
In situations where the sellers are exiting we realize the importance of building on their work and carrying on their legacy. We have long term growth in mind and commit to taking utmost care of the current customers, employees and other stakeholders. In situations where the seller stays on to operate the business we not only provide capital, but would also provide additional support resources to create substantial value