Investment Strategy
Playita Tortuga
Tulum, Mexico
Loggerhead Sanctuary
Reliable Partner
Unique Insight
Patient Capital
Deep Experience
We understand the importance of being a strong, reliable partner and look to be responsive and informative when discussing potential opportunities with equity partners.
The firm has been successful in tapping its broad family office and private equity network to accelerate our due diligence process, as well as contribute unique insights to enhance equity value creation
As private investors, we maintain a flexible investment horizon and are willing to contribute follow-on equity investments to support growth in dynamic market environments
Our team’s deep experience allows us to move quickly, provide flexibility and communicate effectively with deal sponsors
Investment Criteria
Company Profile
- Revenue greater than $20 million
- EBITDA greater than $3 million
- Headquartered in North America
Industries
- Industrials and Industrial Services
- Consumer
- Food
- Business Services
- Technology
- Healthcare
- Aerospace and Defense
Company Attributes
- Defensible market positions
- Stable, recurring revenues
- Strong cash flow conversion
- Experienced management teams
Transactions
- Enterprise Value greater than $25 million
- Leveraged Buyouts
- Acquisition financing for sponsor-backed companies