Investment Philosophy , Strategy and Criteria
Our investments consist of strategic acquisitions of existing businesses, management or leveraged buyouts, later-stage growth or expansion of capital, or recapitalizations to create liquidity for founders, management teams or family members.
Our teams review a large number of opportunities every year, with the key investment criteria being the following:
Majority Control In Mid-Sized Companies
We make equity investments normally in the range of $5-15 million and we seek majority control in the businesses we acquire.
Target Markets
United States, United Kingdom and India..
Market Position
We seek portfolio companies with the potential to achieve leading and defensible market positions within their respective industry sectors.
Profit Improvement Potential
The portfolio companies should have strong fundamentals that offer the potential for substantial earnings and financial improvement.
Quality and Commitment of the Management team
Companies with experienced and skilled managers, who we expect to invest alongside us in the business, are also deciding factors in our investments.
Stability
Companies should be able to sustain growth through various economic cycles.
Strong Cash Flow
We typically seek to invest in established companies with a proven ability to generate significant cash flow.