Investment criteria

Thematic investment framework

TARGET BUSINESS SIZE
Platform: less than $10M of profit
Add-ons: any size
SECTORS
Manufacturing
Specialty Distribution
Industrial Services
Business Services
Specialty Healthcare
STRUCTURE
Control investments
Family / founder-owned
Management-led recap
Corporate carve-out
GEOGRAPHY
United States and Canada
KEY PLATFORM ATTRIBUTES

Market leader with defensible position

A niche leader with a sustainable competitive advantage and scalable business model.

Attractive, growing markets

Structural tailwinds in recession-resistant markets.

Multiple Value Creation Levers

Identifiable organic growth, add-ons, and operational & technology investment opportunities.

Team