Investment Criteria

      Transaction value:
      Over $15 million, no upper limit

      Company size:
      Over $3 million of EBITDA, no upper limit

      Transaction types:
      Management buyouts; corporate divestitures; growth capital
      Actively engage CEO-level executive network to originate proprietary investment opportunities

      Management:
      CEO-level executives with outstanding Fortune 1000 or middle market track records

      Partners:
      Work with dedicated fund on lower middle market deals
      Partner with larger private equity firms on larger transactions

      Targeted Industries

        • Apparel and footwear

        • Business services

        • Consumer durable goods

        • Consumer products (branded & private label)

        • Consumer products (branded & private label)

        • Direct marketing and B-to-B commerce

        • Education and training services

        • Financial technology

        • Food and beverage

        • Grocery and drug stores

        • Media and communications

        • Restaurant

        • Specialty retail

        • Technology