Strategy

Our team has over 30 years of experience in financings, mergers, acquisitions, restructurings and recapitalizations. We are primarily focused on the following industries:

 

  • Consumer

  • Commercial and Industrial

  • Digital Media

  • Financial Services

     

We focus on companies with solid growth potential that are cash flow positive.

 

General Investment Criteria:

 

  • Equity investment of $1-10 million in transactions valued between $5 million and $50 million

  • Scaleable platform for solid growth (organic and/or through acquisitions)

  • Competitive and differentiated product/service offering

  • Strong market position, intellectual property or brand/franchise value

  • Strong management team

  • Companies should meet at least one of the following criteria

    • EBITDA of at least $500,000 

    • Revenues of at least $5 million with ability to increase EBITDA margins above 10% 

  • Controlling interest or minority interest with board representation


We will consider investment opportunities that do not meet all of our criteria if there are special factors that warrant further investigation.





We will consider investment opportunities that do not meet all of our criteria if there are special factors that warrant further investigation.