Investment Criteria
Company Characteristics
- Market/industry segment leadership or niche with 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
- 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 - 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