Investment Criteria - Onex Falcon

Investment Criteria

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)