Private Equity Investment Criteria

We typically acquire controlling or substantial minority ownership positions in private companies that have:

  • Strong Management Team
  • Defensible Market Position
  • Growth Potential
  • Proprietary Concepts or Brands
  • Profitable Operating Histories
  • Limited Technology Risk

Financial Characteristics

  • Revenues of $2M-$30M
  • Minimum EBITDA of $500,000

Size of Target Company

  • $2M to $30M

Industry Focus

  • Telecom/IoT/AI/Quantum Computing-Start Ups
  • Internet/Media
  • Business Services
  • Real Estate
  • Banking and Finance
  • Fintech
  • Consumer Services
  • Healthcare
  • Foodtech

Type of Transactions

  • Owner Recapitalization
  • Management Buyout
  • Acquisition and Growth Financing
  • Family Succession
  • Corporate Divestiture
  • Industry Buy and Build

Ownership Requirement

  • 10% to 85%, usually over 25%

Board Representation