INVESTMENT CRITERIA

For platform investments, we seek to invest in companies in our sectors with the following key attributes:

• Revenues from $20 to $500 million
• A minimum EBITDA of $3.5 million.
• Typically privately-owned, especially family-owned or multi-generational businesses
• Businesses experiencing growth-related constraints that cannot be met with existing financial and managerial resources
• Potential to generate double digit revenue growth by adopting digital technology, -business model innovation and global expansion
• Potential to achieve significant annual earnings (EBITDA) growth through a combination of revenue growth and operational improvements
• Potential for significant scale improvement and/or capability improvements by strategic add-on acquisitions
• Locations: USA/Canada, Europe
• Current owners seeking to reinvest a portion of the proceeds in the new company

We will consider smaller companies as add-on acquisitions to our portfolio companies. We typically do not invest in early-stage companies or turnaround situations.