Criteria

Industries

• Industrials-Logistics

• Consumer Goods

• Software

* We do not invest in healthcare

or energy companies (oil & gas)

Financial Metrics

• Revenue: $10M to $100M

• EBITDA: $0 to $20M

Location

U.S. or primarily U.S. based revenue

Transaction Type

• Majority control, buy-outs

• Divestitures and carve-outs

• Special/distressed situations

• Will consider other alternative investment proposals, as presented

Seller Attributes

• Unique niche, competitive advantage

• Strong management team; prefer at least two “C” suite executives; post-closing management transition is fine if seller goal

• Large market opportunity

• Significant internal growth prospects

• Industry acquisition opportunities

• Ability to continue to improve efficiencies through software/technology and automation; digital transformation

• Profitability through economic cycles

• Minimum 5 years operating history

• Diverse customer base; low concentration

• Strong to moderate recurring revenue