Investment Criteria

  • Geography

    Western US Preference
  • Ownership

    Private | Family Owned
    Private Equity Backed
  • Investment Purpose

    Acquisitions | Growth Capital
    LBO | MBO | Recapitalization |
    Refinancing
  • Company Profile

    Established | Profitable
    Revenue | $20 Million +
    EBITDA | $3 Million +
  • Investment Size

    $5 Million | $25 million
    Larger with LP Co-Investment
  • Industries

    Broad Range | Deep Expertise In
    Multiple Industry Verticals
    Avoid: R/E | Project Finance |
    Start Ups | Finco's
  • Structure

    Deal Specific | Flexible Approach
    Speed | Certainty of Execution
    Both Junior Debt & Equity
  • No Collateral Requirements

  • Governance

    Seek To Be Value Added Partner
    Board Observation Rights | Board
    Seats Where Beneficial