FINANCIAL

  • Revenue between $5 million – $100 million
  • EBITDA of $2 million – $10 million

LOCATION

  • Nationwide but emphasis on Southeastern-US, and in particular, Florida-based companies due to the attractive business environment, low taxes and favorable demographic trends.

MANAGEMENT

  • Management/Ownership continuity is preferred but not required
  • Opportunity for broader equity participation for key employees

INDUSTRY FOCUS

  • Business Services
  • Transportation and Logistics
  • Niche Manufacturers
  • Value-added Distribution
  • Niche Sub-contractors

COMPANY CHARACTERISTICS

  • Market niche leaders
  • Defensible market position with barriers to entry
  • Growth potential internally or through consolidation
  • Proven business model with a strong value proposition for customers, suppliers and employees
  • Favorable industry dynamics
  • Consistent financial performance

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)

Intermediary Fees – We pay finder’s fees for introductions that result in to closed transactions.