OUR INVESTMENTS

INVESTMENT CRITERIA

Investment Focus

Our private equity strategy is principally to invest in basic businesses— manufacturing, assembly, business services, value-added distribution and franchising companies—that are in niche industries or otherwise have a sustainable niche, throughout the United States. We have both invested and operated companies for decades and have created a deep reservoir of experience and contacts across a broad array of industries.

The majority of our investments are as a result of family ownership transactions—corporate divestitures or recapitalizations of businesses owned by entrepreneurs. We use flexible investment structures to tailor our investments to satisfy the needs of the transaction. We typically seek control equity but in larger investments we can consider minority positions. Our goal is always to grow and improve the business as partners with management and our co-investors and we often seek to acquire bolt on acquisitions as one means of growth.

We will also consider “other” or “odd duck” categories and strategies including distressed and smaller companies but only on a very selective basis.

Investment Criteria

We seek to invest in businesses with the following characteristics:

Industries

Transaction Types

Revenues

$25 to $150 million

EBITDA (Cash Flow)

$5 to $50 million, margins of 10% or greater

Investment Size

$10 to $100 million, with capacity to finance larger investments

Geography

Domestic US

There is a formula for success in growth stage businesses. It’s part art, part science. The formula only becomes apparent after decades of success. When I met RJ Valentine, I knew that, together, we had the expertise to help growth stage businesses achieve their goals. With his entrepreneurial history and operational expertise, combined with my own Wall Street background and big-business management experience, we knew we were a powerful resource for start-ups and lower middle market firms.

Alan Braverman, Co-Founder and CEO Global Business Funding Group