Investment Criteria

Preferred Industry Segments

Healthcare

Technology-based and services businesses, with an emphasis on addressing cost containment or supporting aging in place.

 

Security

Companies addressing the growing IT and physical security needs, particularly mobile and cloud computing, as well as logistics, supply chain, and asset tracking/management.

 

Business Services

Select service providers with a unique and value-added service offering, deep customer relationships, high switching costs and a scalable business platform.

Company Parameters

Transaction Types

Growth equity investments in companies at an inflection point and lower market buyouts in proven businesses with untapped growth opportunities.

Geographic Preference

Portfolio companies must be headquartered in the United States.

Business Characteristics

  • Differentiated product/service with a unique value proposition
  • Significant revenue growth, preferably recurring revenue from an established customer base
  • Defensible market position
  • Large addressable market opportunity
  • Identified growth catalysts
  • Experienced management team that can manage growth and is open to advice

Growth Equity

Investment Size

$2 to $4 million

 

Company Revenue

> $2 million

 

EBITDA

Cash flow positive within 18 months

Lower Market

Investment Size

$2 to $6 million

 

Company Revenue

> $5 million

 

EBITDA

Breakeven to $5 million