INVESTMENT CRITERIA
A Range of Solutions for Each Situation
Investment Parameters
Situation
- Sponsored transactions
Company size
- EBITDA of at least $3 million
Investment Types & Range
- Subordinated Debt: $5 million to $30 million
- Equity Co-Investment: (up to) $15 million
Company Characteristics
- History of stable cash flows and profitability
- Sustainable margins
- Strong, proven management team
- Dominant positions in niche markets
Industries
- Generalists
Geographic Focus
- U.S. and Canada
transactions types
- Leveraged Buyouts
- Recapitalizations
- Add-on Acquisitions
- Refinancings
- Growth Capital