INVESTOR-GL25I20402EB25362
$495.00
Purchase for full contact information of one or more deal team members. All purchases are final and non-refundable.
Description
Pe Fund
Investment Parameters:
– Equity investment: $25M-$100M+
– Revenue: $20M-$100M+
– EBITDA: $0-$20M+
– Requirements:
– Defensible IP/differentiated products
– High customer loyalty
– Strong alignment with equity rollover
Key Investment Criteria:
Business Characteristics:
– Defensible IP/technology
– Differentiated products/services
– High customer loyalty/retention
– Recurring revenue component
Growth Profile:
– Clear expansion opportunities
– Scalable business model
– Capital efficient operations
Ownership Structure:
– Strong management alignment
– Significant equity rollover preferred
– Flexible partnership structures
Target Sectors:
– Technology-enabled services
– Specialty finance
– Healthcare services
– Niche manufacturing
– Business services
Investment Themes:
Market Leaders:
– Category-defining businesses
– First-mover advantages
– Strong competitive moats
Growth Accelerators:
– Geographic expansion
– Product line extensions
– Strategic acquisitions
Operational Transformations:
– Professionalization initiatives
– Systems implementations
– Talent upgrades
Value Creation Approach:
– 100-day value creation plan
– Quarterly strategy sessions
– Dedicated ops resources
– Management incentive alignment
Geographic Focus:North America and Western Europe
Transaction Types:
– Growth equity
– Buyouts
– Recapitalizations
– Corporate carve-outs