Industry Focus:  Industries with technical skill and operational                                                  complexities that can benefit from:

• scale

• revenue synergies

• technology access

• broader capital base​​​

 

Transaction Focus: Lower middle market industrial and business                                                  services companies with the following characteristics:

• $5.0 to $50.0 million in revenue

• ​EBITDA from $500,000 to $5.0 million

• Change of control

• Continued owner/management involvement

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Growth Strategies: Both organic and acquisition:

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• Acquisitions focus on established successful businesses that are closely held or family-owned.

• Regional geographic focus if appropriate for revenue synergies

• Continued development of next generation management

• Organic growth enabled by removing non-core functions from the Seller's activities to focus on growth opportunities. 

 

​​Investment Platform Opportunities: Companies that join the Investment                                          Platforms can potentially benefit from:

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• Revenue and operational synergies

• Purchasing power

• Service offering diversification

• Marketing and investment resources

• Participation in future value creation

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Shared Service Business Model: Investment Platforms generally seek to                                         provide a shared service model for certain functions                                       including:

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• Financial Reporting

• Banking

• Treasury

• Legal

• Certain human resource and regulatory functions

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