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
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Financial Characteristics: |
Revenues of $500,000 - $1 million |
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Size of Target Company: |
$1M to $3M |
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Industry Focus: |
Financial Services |
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Type of Transactions: |
Owner Recapitalization |
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Ownership Requirement: |
10% to 85%, usually over 30% |
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Board Representation: |
Generally Required |
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Geographic: |
US, |
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Typical Holding Period: |
5 – 10 years |
If you are associated with a company we may be interested in, please This email address is being protected from spambots. You need JavaScript enabled to view it.
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
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Size of Target Property: |
$500,000 - $1 million |
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Property Type: |
Retail |
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Type of Opportunity : |
Repositioning / Retenanting |
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Ownership Requirement: |
Majority |
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Geographic: |
Primary US metro markets, secondary also considered |
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Typical Holding Period: |
3 – 15 years |
If you are associated with a Property or Bank
Please This email address is being protected from spambots. You need JavaScript enabled to view it.
