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Middle Market Focus

Type of TransactionPrivate company buyouts or recapitalizations
Division spinoffs of a public company
Consolidation of a fragmented industry
Providing liquidity to founders / family owners
Investment CriteriaSecular (versus cyclical) growth in attractive niche markets
Recession resistant demand profile
High market share and above-average profitability
Capital-efficient business model
High recurring revenue from diversified customer base
Proprietary products or services protected by intellectual property
Revenue$25 - $250 million
ProfitabilityEBITDA of $10- $35 million
Equity Investments$25 - $100 million
ControlMajority positions only
IndustriesDefense & Aerospace
Healthcare Services
Specialty Manufacturing & Distribution
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