Investment Criteria


Fundamental Criteria

 
  • Industry agnostic (however no retail/restaurants, healthcare or construction/contractor businesses)

  • EBITDA $5 million to $40 million

  • Companies with solid underlying economic and competitive fundamentals, regardless of current near-term circumstances; or strong position within a market niche

  • Majority, control equity investments


Situational Criteria

 

Industries of Unique Current Interest:

  • Equipment, services, and technologies that support:

    • Natural gas supply chain

    • Power distribution and generation (distributed generation and centralized generation)

    • U.S. based mining

Situational Opportunities:

  • Family-owned businesses and retirement situations

  • A transition of an entrepreneur/founder lead business to the next stage of the business’s life

  • Special Situations (e.g., out-of-favor industries, distressed and underperforming companies)

  • Other special challenging or complex situations

  • No start-ups or early stage investments