Client and/or Portfolio Company Profile:
- U.S.-based, $20m to $250m in Revenue
- EBITDA: $2m to $25m
- Concentrated ownership/family business
Business Characteristics
- Under-resourced or sub-optimized operations
- Initial assessment identifies meaningful value transformation potential
- Company in midst of ownership transition, recapitalization or seeking growth capital
- Digital transformation or automation potential is high
Industries of particular interest:
PROCESS AUTOMATION AND BUSINESS SERVICES
Carefully chosen service providers that can leverage automation to disrupt labor markets and increase efficiency across a variety of industries
MANUFACTURING AND DISTRIBUTION
Niche manufacturing or distribution companies that make customized products serving predominantly U.S. markets
ENERGY, INFRASTRUCTURE & RELATED SERVICES
Select transportation, storage, and processing companies with unique value contribution within the ecosystem
MINING & NATURAL RESOURCES
Leading, mining, and processing capabilities aligned to high-growth end markets
HEALTH CARE
Select service providers and product companies that can leverage their market position to take advantage of favorable demographic trends and move into parallel markets across the industry
HOSPITALITY
Niche groups that can leverage automation and favorable market trends to increase market share and improve processes