Client Profile - Investment Criteria

We look for the following characteristics in our investments:

  • Privately held companies with a management team willing to make a financial commitment to the future success of their business
  • Opportunity to generate operating leverage through scale and density
  • Superior value proposition for customers
  • Business where service is a differentiator even if the service requires some levelof manufacturing, fabrication, assembly or installation
  • History of highly ethical business practices
  • Minimal exposure to technological or strategic business obsolescence
  • Small to mid-size revenue generating companies with investment needs ranging from $500,000 to $10 million
  • Start-up opportunities with product or services in development or near maturity
  • Profitable and under-performing businesses, including companies in need of operating or capital restructuring

Our objective is to invest in industries where we see the potential for significant growth including:

  • Distressed Real Estate
  • Commodity and Currency Trading
  • High Frequency Trading
  • Food and Beverages Industry
  • New Technologies
  • Oil and Gas Industry
  • Web based services
  • Product development
  • Retail

We are organized to have flexibility in timing, structure and the size of each investment. Historically we have invested capital into the following types of situations:

  • Management led buyouts
  • Leveraged buyouts
  • Growth equity investments / later stage venture capital
  • Unique investment structures