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Private Equity Investment Criteria

We typically acquire controlling or substantial minority ownership positions in private companies that have:

• Strong Management Team
• Defensible Market Position
• Growth Potential
• Proprietary Concepts or Brands
• Profitable Operating Histories
• Limited Technology Risk

Financial Characteristics:


Revenues of $500,000 - $1 million
Minimum EBITDA of $200,0000

Size of Target Company:


$1M to $3M

Industry Focus:

Financial Services
Business Services
Real Estate
Banking and FI's
Consumer Services
Hospitality
Healthcare

Type of Transactions:

Owner Recapitalization
Management Buyout
Acquisition and Growth Financing
Family Succession
Corporate Divestiture
Industry Buy & Build

Ownership Requirement:

10% to 85%, usually over 30%

Board Representation:

Generally Required

Geographic:

US,

Typical Holding Period:

5 – 10 years

If you are associated with a company we may be interested in, please  contact us

Real Estate Investment Criteria

We typically acquire controlling ownership positions in real estate that have:

• Strong Underlying Asset Values
• Metro Location
• Favorable Demographics
• Value Added Opportunities
• Profitable Operating Histories

 

Size of Target Property:

$500,000 - $1 million

Property Type:

Retail
Mixed-Use
Office
Multi-Family
Hotel
Medical Facilities

Type of Opportunity :

Repositioning / Retenanting
Conversions / Expansions
Redevelopments
New Developments
Distressed Assets
Portfolio Acquisitions

Ownership Requirement:

Majority

Geographic:

Primary US metro markets, secondary also considered

Typical Holding Period:

3 – 15 years

 

If you are associated with a Property or Bank

Please contact us

Last Updated ( Saturday, 08 October 2016 17:11 )