Target Company Characteristics
- • Revenue: $10 – 50MM
- • EBITDA: $3 – 20MM
- • Industry: Generalist (except Real Estate)
- • Geography: North America
- • Proven, well-balanced management team
- • Effective financial controls and information systems
- • Favorable industry outlook for sustainable revenue growth
- • Dominant market position or defendable niche role
Transactions
- • Acquisitions
- • LBOs & MBOs
- • Recapitalizations
- • Debt Refinancing
- • Growth Financing
- • Turnarounds & Restructuring
- • Special Situations
Investment Characteristics
- • Investment amount: $5 – 40MM
- • Sponsor and non-sponsor transactions
- • Cash flow based investments
- • Direct originations
- • Syndicated/club financings
Investment Products
- • Revolving credit facilities
- • First and second lien secured
- • Unitranche
- • Mezzanine
- • Equity co-investment (non-control)