Middle Market Investing

INVESTMENT PROFILE

We pursue investments with the following characteristics:

TRANSACTION TYPE:

  • Growth equity
  • Acquisition capital
  • Recapitalizations
  • Pre-IPO financings
  • Selective restructurings
  • Reverse Merge

INVESTMENT CRITERIA

  • Investment Size:                        $5-50 million
  • Minimum Revenue:                   $4 million
  • Minimum EBITDA:                    $1 million
  • Strong management team possessing charisma
  • Recurring revenue business model

INVESTMENT STRUCTURE

  • Mezzanine Debt
     Preferred Equity
     Common Equity
  • Time to market investments
  • INVESTMENT ROLE
  • Lead investor
  • Minority stakes
  • Co-investments 

TARGET INDUSTRIES

  • Telecom
  • Green Energy
  • Healthcare services and technology
  • Software and technology-enabled services
  • Niche technology companies