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Investment Criteria

Our Criteria

Customized debt and equity solutions to lower middle market businesses. Growth capital for Sponsors and management teams.

Investment Size

$10 – 40 million

Industry Focus

  • Healthcare
  • Education
  • Business Services

EBITDA

$3 - 15 million

Transaction Types

Our Investment Structures

1. LBO/MBO

First Lien

2. Special Situations

Unitranche

3. Growth Capital

Second Lien

4. Buy & Build Platforms

Mezzanine/Sub-Debt

5. Add-on

Structured Equity

6. Recapitalizations/Refinancing

Equity Co-Invest

Our Investment Structures

1. Growth Capital

2. Leveraged Buyouts

3. Recapitalization

4. Refinancings

5. Special Situations

Transaction Types

  • First & Second Lien
  • First Out Last Out
  • Unitranche
  • Mezzanine/Sub-Debt
  • Structured Equity
  • Equity Co-Invest

We'd Like to Hear from You!

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