Our investment strategy has been refined through a 16-year track record of creating shareholder value in over 60 companies.
Growth Equity focused on the Lower-Middle Market
We leverage our domain expertise in the target markets to capitalize private, growth-stage companies with the funding needed to build them into market leaders. As investors in growth, we employ minimal leverage in transactions in order to reduce risk and drive value through improving company fundamentals. We maintain a narrow focus on the lower-middle market, which we define as companies with enterprise values between $25 million and $250 million. We believe that these companies are less well served by capital providers and have greater potential to rapidly create shareholder value through growth.
Backing Growth-Stage Companies in the Target Markets
We have consistently invested and developed expertise in the three target markets of education, healthcare, and business services because the markets’ dynamic trends present a wealth of particularly-attractive, growth-stage investment opportunities. We generally invest in profitable companies with $10 million to $100 million in revenue and up to $10 million in EBITDA.
Connectivity, Control, Cash Flow
Our ability to identify and partner with strong, motivated management teams and to add value by applying our target-market experience as investment professionals, corporate directors and operating executives is central to the success of our investment strategy. We find that we add the most value to and generate the most favorable returns from investments that can be characterized by connectivity, control, and cash flow:
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