Investment Size and Type

  • $2 – $50 Million
  • Preferred Equity, Mezzanine Financing or combination
  • Control or minority positions

Financial Profile

  • Minimum revenues of $10 Million
  • EBITDA of $2 – $20 Million

Target Industries

  • Healthcare and Life Sciences:
    • Healthcare Services
    • HCIT
    • Medical Contract Manufacturing
    • Pharma Services and Outsourcing
    • Specialty Distribution
    • Payer Services
    • Life Science Tools and Consumables
  • Software
  • Tech-enabled Services
  • Business Services

Transaction Types

  • Buyouts
  • Growth Equity
  • Recapitalizations
  • Shareholder Liquidity
  • Acquisition

Preferred Business Characteristics

  • Established business model
  • Recurring revenues
  • Diversified customer base
  • Stable or growth industry