Portfolio attributes:
- North American based private companies generating between $10 and $75 million of EBITDA
- Market leaders; competitive advantages; barriers to entry; diversified revenue stream; stable end markets, sustainable margins and cash flow; robust infrastructure and systems; strong management teams and sponsorship
Industry focus:
- Business & IT Services
- Consumer Products & Services
- Education
- Financial Services
- Food & Packaging
- General Industrial/Manufacturing
- Healthcare
- Media & Entertainment
- Software & Technology Enabled Services
- Telecommunications
Investment size:
- Evaluating investment sizes from $30 to $150 million
Transaction types:
- Acquisition financings
- Recapitalizations and refinancings
- Management/leveraged buyouts
- Growth capital financings
- Liquidity for existing shareholders, including generational transfers
- Structured finance
Security types:
- Senior secured debt
- Unitranche Loans
- Second lien
- Subordinated debt
- Convertible subordinated debt or preferred stock
- Equity Co-Investments (in conjunction with a junior capital investment)