Investment Criteria

Company Characteristics

• Market/industry segment leadership or niche with a defensible market position
• EBITDA margins over 10 percent
• Growth opportunities – internal or acquisition

Industry Focus

• Building Materials and Services
  • Manufacturers of value-added, non-commodity products for new construction and remodeling
  • Contractors serving residential home builders or residential/commercial maintenance needs
• Business Services
  • Recurring revenue streams
  • Scalable business models
• Consumer products
  • Hard goods (not food) products sold to e-Commerce and Big Box retailers
• Specialty Manufacturing
  • Value-added, important to their customers
  • Generally lower labor content
  • Particular focus on metal and plastic fabrication

Company Size by Geography

• U.S. companies east of the Rocky Mountains with minimum EBITDA of $2.0 million
• Midwest companies within a five hour drive of Chicago with minimum EDITDA of $1.0 million

Control

• Required

Investment Horizon

• Minimum 5 years
• No maximum

Intermediaries

• We gladly compensate intermediaries for closed transactions