Investment Criteria

Print Investment Criteria

Our investment focus is to identify and lead direct equity investments in Southeastern-based operating companies that meet the majority of our investment criteria. We evaluate investment opportunities on an individual basis and tailor each transaction accordingly. Our Key Investment Criteria are shown below:

Types of Transactions:

  • Facilitate management buyouts and divestitures
  • Fund recapitalizations and acquisition strategies
  • Provide growth capital

Company Size:

  • Minimum Annual Revenues of $10 million
  • EBITDA of $2-10 million

Geographic Focus:

  • Southeastern United States

Investment Type:

  • Common and Preferred Equity

Management:

  • Prefer Management Team to participate in ownership






Focus Industries:

  • Niche Manufacturing
  • Value-added distribution
  • Business services
  • Consumer products
  • Healthcare

Business Characteristics

  • Established products/services
  • Defensible market position and competitive advantage
  • Operating earnings with reasonable capex requirements
  • Low risk of technological obsolescence
  • Asset base and/or cash flows to support debt structure