Expertise
We are focused. We are disciplined and relationship driven. We partner and invest with founder-owners and management teams on creating differentiated outcomes which exceed expectations.
Private Equity & Credit
Investment Banking
Strategic Consulting
Private Equity & Credit
PRIVATE EQUITY & CREDIT
- Focus on lower-market segment or companies with Enterprise Value less than $50 million
- Area focus on consumer wellness & healthcare, franchising, business services, technology and industrial products
- Each business is unique so we are flexible with investment structures; will invest as equity and/or debt
- Investing and partnering with management teams that have clear visions and desires to grow and improve
- Driven by opportunities that unlock value; we are not defined by narrow investment thesis or investment criteria
- Providing more than access to capital through our operational expertise across industries and markets
Typical Investment Criteria
- Revenue: $1M + (or close to it)
- EBITDA: $500K + / 20% + margin (or a way to get there relatively quickly)
- Equity Check Size: $500K to $10M
- Debt Size: $500K to $10M in form of mezzanine or unitranche (will often include warrants or conversion rights)
- Controlling & minority investments possible
- Clear path to growth organically or through roll-ups and/or acquisitions
- Flexible structure designed to reward success
- Hands-on approach through Advisory or Board seat; as your Partners we will bring more than just capital
Investment Banking
CAPITAL RAISING & RECAPITALIZATION
- Raising capital for growth, acquisition, management buyout or recapitalization
- Focus on lower-market segment or companies with Enterprise Value less than $50 million
- Creative approach to financial structuring and the type of capital being raised; not all capital is created equal
- Providing access to vast network of institutional and private capital sources, we work across the whole capital stack
- Deep market understanding of capital participants and corresponding costs of different capital structures
SELL-SIDE ADVISORY & M&A
- Expertise and transactional experience across number of industries such as healthcare, consumer franchising, health & wellness, and technology
- Unbiased and research driven advise
- Process driven & systematic approach to create highest value for our client and achieving timely closing
- Access to larger network of financial buyers
Strategic Consulting
STRATEGIC CONSULTING
- We work with our clients to provide strategic and operational consulting services on short or long-term projects
- Trusted implementation partner and willing to commit to delivering results and improving performance metrics
- Selected expertise: business improvement, turnarounds, operations, supply-chain, finance, sales and marketing
- Ability to bridge existing human capital gaps you may be facing at both senior and middle management levels
- Access to a strong network of international consultants and subject matter experts as required by your business
PRIVATE EQUITY & CREDIT
- Focus on lower-market segment or companies with Enterprise Value less than $50 million
- Area focus on consumer wellness & healthcare, franchising, business services, technology and industrial products
- Each business is unique so we are flexible with investment structures; will invest as equity and/or debt
- Investing and partnering with management teams that have clear visions and desires to grow and improve
- Driven by opportunities that unlock value; we are not defined by narrow investment thesis or investment criteria
- Providing more than access to capital through our operational expertise across industries and markets
Typical Investment Criteria
- Revenue: $1M + (or close to it)
- EBITDA: $500K + / 20% + margin (or a way to get there relatively quickly)
- Equity Check Size: $500K to $10M
- Debt Size: $500K to $10M in form of mezzanine or unitranche (will often include warrants or conversion rights)
- Controlling & minority investments possible
- Clear path to growth organically or through roll-ups and/or acquisitions
- Flexible structure designed to reward success
- Hands-on approach through Advisory or Board seat; as your Partners we will bring more than just capital
CAPITAL RAISING & RECAPITALIZATION
- Raising capital for growth, acquisition, management buyout or recapitalization
- Focus on lower-market segment or companies with Enterprise Value less than $50 million
- Creative approach to financial structuring and the type of capital being raised; not all capital is created equal
- Providing access to vast network of institutional and private capital sources, we work across the whole capital stack
- Deep market understanding of capital participants and corresponding costs of different capital structures
SELL SIDE ADVISORY & M&A
- Expertise and transactional experience across number of industries such as healthcare, consumer franchising, health & wellness, and technology
- Unbiased and research driven advise
- Process driven & systematic approach to create highest value for our client and achieving timely closing
- Access to larger network of financial buyers
STRATEGIC CONSULTING
- We work with our clients to provide strategic and operational consulting services on short or long-term projects
- Trusted implementation partner and willing to commit to delivering results and improving performance metrics
- Selected expertise: business improvement, turnarounds, operations, supply-chain, finance, sales and marketing
- Ability to bridge existing human capital gaps you may be facing at both senior and middle management levels
- Access to a strong network of international consultants and subject matter experts as required by your business