Financial Sponsor Group - Investment Criteria

• Highly motivated and enthusiastic management team – HIGHEST PRIORITY
• Revenues of $15 million to $150 million
• Minimum EBITDA of $3 million and EBITDA margins in excess of 10%
• Management ownership participation mandatory
• Investment horizon of three to seven years

Secondary Criteria

• Leading market position or niche player
• Significant growth prospects
• Acquisition opportunities
• U.S. Headquartered or primarily U.S.-based revenues

Industry Preferences

• General Industries Focus

Investment Size

• Equity investment of $2 million to $20 million

Types of Financing

• Corporate divestitures

• Acquisitions of portfolio companies of private equity firms

• Acquisitions of family-owned or closely held businesses

• Going-private transactions

• Ownership transitions