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:

Management Buyouts
Growth Capital
Recapitalizations & Acquisition Strategies
Underperforming Situations
Corporate Carve Outs

Company Size:

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

Geographic Focus:

Southeastern United States

Investment Type:

Common and Preferred Equity

Focus Industries:

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

Management:

Prefer Management Team to participate in ownership

Download Investment Criteria