OUR STRATEGY

 
Flexibility is the Key

Criteria

Our structure allows us to be very flexible in the criteria we use to evaluate companies. Because of this, we can broaden our scope when approaching each opportunity and assess each investment according to its own merits. It also allows us to stretch to pursue more story-type deals off the radar screens of many private equity funds. A good example of this is our last platform investment, which had a customer concentration of over 40% at the date of closing.  View our Investment Criteria.

Structure

We work with the seller to structure a deal to fit the needs of the company and provide a smooth transition. We can provide equity and/or mezzanine financing depending upon the situation. We can work from a control position or shared control position with other private equity partners.

Funding

Our financing flexibility allows us to purchase portfolio companies on a stand alone basis or combine our capital with that of management and third party private equity sources. We anticipate financing the future growth of our platform companies, whether it is for initiatives such as building a new facility, expanding product lines, developing new markets or add-on acquisitions. We accomplish this funding through the public market place (IPO, etc.) as well as from private sources. View our Portfolio Financings.

Support

We provide flexibility for a smooth transition with autonomy for managers while providing continuous support for the management team with corporate, strategic and financial planning, usually on a Board Level.
 

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