Company Size. We focus on companies with EBITDA (earnings before interest, taxes, depreciation & amortization) between $2MM and $7MM either in the current year or based upon a reasonable forecast for the coming year. We will co-invest in larger companies where our Roundtable can be additive. We will also consider investments in smaller companies within our immediate region.
Investment Amount. We look to invest between $2MM and $15MM per company. Larger amounts are possible through co-investment with our Roundtable partners or other firms.
Start-Ups. We do not invest in start-ups. We are pleased to hear from entrepreneurs pursuing excellent new ideas, and will sometimes look over their shoulders with a view to investing when the business approaches our size parameters.