Investment Criteria

Corporate Opportunities

  • Profitable companies with at least $1 million in EBITDA
  • Manufacturing, distribution, services, healthcare, technology, consumer and industrial products, restaurants 
  • Growth, acquisition and recapitalization needs
  • No “turnarounds” without new management and comprehensive plan
  • No “start-up” situations, other than spin-offs that otherwise meet the above criteria

General

  • Experienced, qualified management teams
  • Established record of profitable operations
  • Ownership and/or management with significant capital at risk
  • We typically invest in the Southeastern United States

Investment Size

  • $1 million to $5 million
  • Up to $10 million with co-investors