Private Equity Investment Criteria

We typically acquire controlling or substantial minority ownership positions in private companies that have:

• Strong Management Team
• Defensible Market Position
• Growth Potential
• Proprietary Concepts or Brands
• Profitable Operating Histories
• Limited Technology Risk

Financial Characteristics:

Revenues of $20 - $150 million
Minimum EBITDA of $1 million

Size of Target Company:

$10 - $100 million

Industry Focus:

Financial Services
Business Services
Real Estate
Banking and FI's
Consumer Services
Hospitality
Healthcare

Type of Transactions:

Owner Recapitalization
Management Buyout
Acquisition and Growth Financing
Family Succession
Corporate Divestiture
Industry Buy & Build

Ownership Requirement:

10% to 85%, usually over 30%

Board Representation:

Generally Required

Geographic:

US,  Europe. S. America and China

Typical Holding Period:

5 – 10 years

If you are associated with a company we may be interested in, please contact us.

       Real Estate Investment Criteria

We typically acquire controlling ownership positions in real estate that have:

• Strong Underlying Asset Values
• Metro Location
• Favorable Demographics
• Value Added Opportunities
• Profitable Operating Histories

 

Size of Target Property:

$10 - $100 million

Property Type:

Retail
Mixed-Use
Office
Multi-Family
Hotel
Medical Facilities

Type of Opportunity :

Repositioning / Retenanting
Conversions / Expansions
Redevelopments
New Developments
Distressed Assets
Portfolio Acquisitions

Ownership Requirement:

Majority

Geographic:

Primary US metro markets, secondary also considered

Typical Holding Period:

3 – 15 years

We are presently seeking investment in-

1. Banking/Finance

2. Real Estate in IL and CA

If you are associated with a Property or Bank   contact us.

For your IPO needs please contact contact us.