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

Thematic Focus

Outsourcing

Channel Disruption

Food & Agriculture

Infrastructure

Healthcare