Investment Criteria

Company Characteristics

• Market/industry segment leadership or niche with a defensible market position
• Usually operating profit margins of 10 percent or better
• Growth opportunities – internal or acquisition
• EBITDA in excess of $1 million

Industry Focus

• Building Materials and Services
  - Contractors serving residential home builders, commercial maintenance or infrastructure needs
  - Manufacturers of value-added, non-commodity products for new construction and remodeling
• Business Services
  - Recurring revenue streams, scalable business models
  - Facility maintenance, equipment and data management, human resources outsourcing, value-added staffing
• Healthcare Products and Services
  -Equipment maintenance/management and outsourced services for hospitals, pharmaceutical companies and managed care providers
  -Lab services and products, practice management services and staffing
• Niche Distribution
  - Usually “large players in small markets”
• Specialty Manufacturing
  -Value-added, important to their customers, generally lower labor content

Investment Size

• Minimum of $1 million

Control

• Required

Investment Horizon

• Minimum of five years, no required exit timeframe

Geography

• United States and Canada

BEP and Intermediaries:

• We gladly compensate intermediaries for closed transactions