Investment Criteria

Each business is unique in its management and operations. Owners and executives have different goals and needs. That’s why we apply flexibility in order to achieve the transactions goal. Our objective is to build and maintain a partnership in order to fulfill the objectives.

Transaction Types:

Growth Capital Financing

Growth investments

• Expansion capital
• Acquisition capital

Recapitalizations

• Majority or minority ownership

Management-led buyouts

Partner buyouts

Company Attributes:

Revenue: $10 – 50 million
Profitable
Initial equity investment: $2 – $10 million
Growth opportunities, organic and/or via acquisition
Located in the Western United States
Strong management, which co-invests in transaction