Fund Investments
Lower middle market buyout funds (<$500M fund size)
Fund Size
Investment teams with verifiable track records
Performance
Geographic and/or sector specialization
Differentiation
Value-oriented with moderate use of leverage
Structure
Demonstrated ability to consistently create value
Value Add
Relationship oriented with shared goals
Alignment
Co-Investments
EBITDA: $2M-$15M
Company Size
Proven companies in defensible market niches
Market Position
Typically family-owned, transitioning to institutional ownership
Transaction Dynamics
Disciplined approach to valuation and moderate use of leverage
Structure
Multiple avenues of growth in attractive end markets
Value Creation
Partnering with PE funds & independent sponsors with relevant experience
Expertise