Focus.
Though we make exceptions to our investment criteria depending on the opportunity, the following is a general description of our focus:
Private Equity.
Company Characteristics
- History of stable and predictable cash flow of at least $1.0 million
- EBITDA margins of 15% plus
- Established track record of successful operations
- North America transaction
- Proven and established management team
Investment Focus
- Manufacturing
- Business Services
- Consumer Packaged Goods (CPG)
Structure
- Private company buyouts
- Corporate Divestitures/Carve-Outs
- Family transitions/liquidity
- Special Situations
Venture.
Company Characteristics
- Capable management team
- Scalable business model
- Limited capital expenditure requirements
- Addressable market of at least $500 million
- Plausible exit strategy within 5-7 years
- For CPG companies: annual run rate revenue of at least $1 million and gross margins over 40%
Investment Focus
- Manufacturing
- Business Services
- Consumer Packaged Goods (CPG)
- Web 3.0
Structure
- Deal specific
- Board seat preference but not a requirement
Real Estate.
Opportunity Characteristics
- Land Development
- Ground Up Development
- Core Plus
- Value Add and Opportunistic
Asset Type
- Office
- Industrial
- Multifamily
- Land (SFR, SFR Subdivision, Multifamily, Industrial, Mixed Use)
Location
- Southern California
- Las Vegas, NV
- South Florida
- High job and population growth markets in the USA
Finders Fee
We pay finders fees for private equity transactions to brokers or other intermediaries in cash and/or in equity. We invite inquiries from groups interested in management buy-outs and corporate executives involved in divestiture proceedings. Please contact us if you have questions about our acquisition criteria.
