Intermediaries

Referral Fee Agreement

We value the trusted relationships we’ve built with intermediaries who introduce us to compelling investment opportunities. These partners include investment banks, business brokers, advisors, independent sponsors, consultants, executives, and others who have deep familiarity with founder- and family-owned businesses. We welcome outreach from anyone who believes there may be a fit with our investment criteria.

For qualified introductions, intermediaries may access our fee structure program. This program is designed to recognize the value intermediaries bring to our investment process and to encourage transparency and alignment through the deal cycle.

Have a deal for us to review? Submit an opportunity now. 

Our Investment Criteria

We utilize the following criteria to guide our investment decisions: 

  • Partner with proven founders/owners/management teams willing to reinvest meaningful money/rollover equity
  • $2 to $15 million in EBITDA; add-ons as low as $1.0 million
  • Capital expenditures (capex) less than 20% of EBITDA
  • Willing to invest in customer concentrated businesses

Transaction Types

Our transaction experience includes:

  • Two-Step Buyout™ of closely-held or family-owned companies
  • Management buyouts, leveraged buyouts, recapitalizations and leveraged build-ups
  • Corporate divestitures, joint ventures and de-novo large-scale startups in partnership with large corporations
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