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Investment
Criteria
Our
investment criteria is focused yet flexible to accommodate a wide
range of financial structures appropriate to varying circumstances.
Our typical investment structures match the following criteria:
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Size - Equity investments of $5 to $25 million per transaction |
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Securities
- Preferred stock, convertible securities, common stock or LLC unit
interests |
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Ownership
- Minority or majority positions |
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Oversight - We commonly help guide a company's strategy from the
board level, but we do not actively manage portfolio company operations
on a day-to-day basis |
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Duration
- Targeted period of 3 to 5 years from initial investment to exit |
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Co-investing - We will co-invest with financial or strategic partners having specific expertise or synergies |
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