Our Investment Criteria
At Canopy Capital Partners, we pride ourselves on digging into deals and understanding the business model and other shareholder dynamics before arriving at a conclusion. We approach each deal with the flexibility to find the best solutions for your business's unique needs. Our aim is to help you find the right fit for your company to move forward and add long-lasting value.
Revenue between $5 million – $100 million.
EBITDA between $1 million – $10 million
US Headquarters (Prefer FL & SE based)
Company Characteristics & Transaction Types
Company Characteristics
Market niche leaders
Defensible market position, barriers to entry
Growth potential internally or consolidation
Proven business model & value proposition
Consistent financial performance
Favorable industry dynamics
Transaction Types
Buyout of retiring owner(s)
Management buyout
Generational transfer in a family business
Recapitalization of existing ownership/management
Growth capital (open to minority equity stake on a case by case basis)
Company Location
Canopy Capital Partners provides private equity for the lower middle market nationwide. CCP invests with an emphasis on Southeastern-US, and Florida-based companies in particular, due to the attractive business environments, low taxes and favorable demographic trends in the region.
Intermediary Fees - We pay finder’s fees for introductions that result in to closed transactions. Please feel free to reach out to us for more details.
Management & Industry Focus
Management/ownership continuity is preferred, but not required. We also seek to provide broader equity participation for key employees going forward.
We focus on Lower Middle market companies in targeted sectors including:
Business Services
Transportation and Logistics
Niche Manufacturers
Value-added Distribution
Niche Sub-contractors
