Investment Criteria

Transaction Types

Investments

Growth Equity: Investment Criteria

Portfolio Profile
While we work with companies across a number of different industries, our typical portfolio companies have the following characteristics:

  • $5–50 million revenue
  • $2–10 million EBITDA
  • Defensible market position
  • Strong gross and/or operating margins
  • Software or technology-enabled services focus

Transaction Profile
We strive to be flexible and creative in structuring each transaction to fit the needs of individual situations.  Typically our investments do, however, share a few fundamental characteristics:

  • Minimum $5 million equity investment
  • Significant minority or majority position
  • Active participation on the Board of Directors