| As a smaller private equity firm, we have the privilege of working with typically
smaller, entrepreneurial firms, in addition to the larger more established middle-market organizations.
We prefer to focus on a select number of transactions per year, and do not have short-term exit strategies.
Due to our history in process manufacturing business, we typically do not invest in companies that operate
outside of our sphere of expertise. Accordingly, we prefer to invest in companies that have growth and
profit potential, as well as synergies with our existing portfolio of private equity investments.
Thank you for your interest in our small business private equity investment opportunities. Below is a brief list of preliminary requirements for possible private equity financing. Please note that all private equity investment decisions are subject to our Investment Committee, and are not solely determined by the criteria set below. Please contact us for more information.
Small Business:
We define small business as any company that has less than $10 million dollars in revenues, and fewer than 100 employees. We require a controlling equity interests in small business investments. However, we prefer to keep owner-management in control of the daily operations of a portfolio small business investment. The following are some of our investment criteria for small business investments:
- Mature, growing, and profitable.*
- Minimum EBITDA of $250,000
- Three (3) consecutive years of GAAP financial statements
- Business Plan with projected use of investment capital
- Curriculum Vitae of all management staff
*We require consistent revenue growth and profitability on a year-over-year basis.
We limit our investments to companies in regulated process manufacturing and/or marketing businesses in the consumer products sector (e.g. cosmetics, dietary supplements, functional foods, and pharmaceuticals). Our private equity small business investments can take myriad forms (e.g. equity ownership, mezzanine subordinate debt, stock warrants, etc.). If you meet the above requirements, and are interested in selling an equity stake in your company, please contact us.
Middle Market:
Our middle market private equity financing is designed to help growing medium sized companies continue their strategies of growth through mergers, acquisitions and organic expansion. As a smaller private equity fund, we prefer to be a source of secondary financing, and not the primary source of capital. As with all of our investments, we invest only in companies engaged in light manufacturing and/or market consumer products in a regulated industry (e.g. cosmetics, dietary supplements, functional foods, and pharmaceuticals). Our investment criteria for middle market firms are as follows:
- Mature, growing, and profitable.*
- Minimum EBIDTA of $3,000,000
- Three (3) years of audited financials in accordance to GAAP
- Business Plan with projected use of investment capital
- Curriculum Vitae of all management staff
*We require consistent revenue growth and profitability on a year-over-year basis.
We define middle market or medium sized companies as business with over $10 million in gross revenues, and over 100 employees. If you are the owner or manager of a medium sized company seeking bridge financing, or a second source of private equity investments and/or mezzanine capital, please contact us. |
