Investment Types
TYPE OF INVESTMENT
Growth equity
Management buyouts
Platform consolidations
Recapitalizations
Venture capital
SIZE OF INVESTMENT
$5 to $15 million
Ability to invest larger amount with partners
INVESTMENT ROLES
Sole investor
Lead sponsor
Participant / Co-Investor
OWNERSHIP ROLES
Minority or majority ownership
Board seat typically required
PRIMARY INDUSTRY SECTORS
Business services
Consumer
Communications
Specialty manufacturing
Transportation and logistics
Any sector can be considered
HOLDING PERIOD
Unrestricted
Ability to hold long-term (10+ years)