We are looking to acquire or recapitalize businesses through a co-investment structure with the existing management team or owner.  Ideally, we look to invest with exceptional management teams that have a vision for profitable growth and a realistic business plan to achieve it. 

For co-investments, we look for the following criteria:

• Strong Management Team – A team with a demonstrated track record of working well together and a willingness to invest in the opportunity themselves
• Large Market Opportunity – A significant niche market exists for the company’s products or services.  We want to help management exploit market opportunities.
• Geographic Focus – We will look at investing in any US location.
• Business Considerations – Operating businesses with a track record and limited customer concentration.
• Types of Industries – Energy, Insurance, Financial Services, Transportation, Media, Distribution, Consumer Products, Life Sciences and Health Care
• Size of Investment – We can invest up to $20 million per investment.  The ideal investment range is between $2 million and $10 million.
• Structure – Equity control position that rewards management for meeting their goals
• We do not invest in start-ups or in the development of new technologies.