• Majority (control) equity investments

• $2-5 million of EBITDA, or less for early growth-phase businesses

• Minimum recurring and/or re-occurring revenue(% of total): 50%

• Maximum top customer revenue (% of total): 25%

Software

SaaS
Traditional licensed

Education and training
Data
Media
Communications

• Back existing management teams or transition departing managers

• Provide a complete exit or a majority recap solution

• Structure generous management equity incentive plans

• Invest across the United States and Canada

• Partner with and provide capital to independent sponsors

• Pay buyside advisory fees

• Executive recruiting

• Sales & marketing improvements

• Strategic and financial planning

• Sourcing, financing and closing add-on acquisitions

• Positioning for subsequent exit