Investment Strategy

We reach across industries and leverage our breadth and depth of experience.

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Our Strategy

Our generalist strategy yields the very best transactions along all business cycles; nonetheless, meaningful experience exists in certain industry segments.

  • Automotive
  • Consumer Products
  • Industrial Manufacturing
  • Building Products
  • Food & Beverage
  • Specialty Manufacturing
  • Business Services
  • Healthcare Products & Services
  • Transportation & Logistics

Investment Parameters

  • Investments
    • Subordinated Debt
    • Preferred Stock
    • Minority Equity
  • Investment Size
    • $10 to $40 million
    • Ability to arrange and commit to larger transactions
  • Company Size
    • EBITDA of $5 to $50 million
    • Revenue of $30 to $500 million
  • Transactions
    • Buyouts
    • Recapitalizations
    • Acquisitions
    • Refinancings

Learn more about our investment portfolios