Investment Size and Type

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

Financial Profile

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

Target Industries

  • Healthcare Services & HCIT
  • Medical Products
  • Technology (Software, IT Services)
  • Business Services
  • Consumer & Industrial Products and 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