Investment Criteria
Capitalizing on leading trends
in modern industrial markets
We target companies that benefit from many of the leading trends impacting modern industrial markets including productivity enhancing technology solutions, factory automation, robotics, the Industrial Internet of Things (IIOT), advanced manufacturing and the increasing importance of B2B services.
Investment Criteria
Company Size
- Revenues of $15 - $200 million
- EBITDA $3 - $15 million
- Add-Ons of any size
Investment Size
- $5 - $50 million equity
Geography
- Headquartered in the US or Canada
Focus Area
- B2B Services
- Specialty Niche Manufacturing
- Industrial IOT
- Process Equipment and Engineered Systems
- Specialty Chemicals and Materials
- Environmental and Infrastructure Services
- Robotics, Material Handling and Factory Automation
- Value Added Industrial Distribution
- Technical, Testing and Measurement Equipment
Transaction Types
- Ownership Transition of a Family Businesses
- Management Buyouts
- Majority Recapitalization or Full Sale
- Corporate Divestiture
- ESOP Replacement
- Growth Capital
- Joint-Ventures
Solutions Provided
- Liquidity for Estate Planning with Optional Re-investment
- Management Succession and Transition
- Development of Business Culture
- Management Equity Incentive Programs
- Lean Programs for Continuous Improvement and Waste Reduction
- Strategic Sourcing and Capital for Add-on Acquisitions