Transaction Profile

• Inter-generational transfer of family-owned businesses
• Ownership consolidation within disparate investor base
• Executive-led transactions
• Non-core corporate carve outs
• Complex situations requiring non-price considerations
• Meaningful seller reinvestment

Company Attributes

• Well-articulated customer value proposition
• Stable customer base with high switching costs
• Defensible intellectual property
• High mix/low volume sales composition
• Strong fulfillment capabilities - deeply embedded within customers' supply chain
• Geographic and/or logistical advantage
• High degree of labor productivity and capital efficiency

Target Sectors

• Manufacturing
• Business Services