Non-control capital
for the middle market®
For over 25 years, we have remained committed to our mission of thoughtful partnership with companies seeking capital and strategic guidance. Our investments support a wide range of transaction types that accelerate growth and/or provide shareholder liquidity, without requiring families, entrepreneurs and management teams to give up control of their businesses.
Our Investment Focus
Investing $5 million to $60 million in companies with $4 million or more of EBITDA
Transaction Types
- Acquisitions
- Growth
- Shareholder liquidity
- Debt refinancing
- Management buy-out
- Family ownership transfers
- ESOP transactions
- Independent Sponsor LBOs
Company Attributes
- Manufacturing, distribution, business services, healthcare and technology-enabled companies
- Headquarters in United States or Canada
- History of predictable cash flow
- Non-cyclical end markets
- Defensible market position
- Committed management team
Our Approach
Flexible
We listen carefully to tailor investment structures and terms to meet the needs and preferences of each business. We provide subordinated debt, preferred equity, common equity or a combination thereof.
Supportive
Our investment professionals and industry experts are committed to taking the time to understand each company. This allows us to develop deep relationships and provide practical assistance across a wide range of operational areas.
Reliable
We consider the opportunity to partner with compelling middle market companies to be a great privilege. Our professionals are committed to providing straightforward answers, closing deals on the terms provided and then working tirelessly to contribute toward successful outcomes.
Committed
Our ESG Policy commits us to the consideration and thoughtful management of environmental impacts and social issues encountered throughout the investment cycle and within our workplace. We encourage our partners to participate in ESG related accountability and oversight.