Investment Strategy

BUY RIGHT

Established, Fundamentally Sound Lower-Middle Market and Consumer-Focused Businesses

$5M - $50M annual revenue

Positive EBITDA (preferably > $2M)

Consumer Focused
Consumer Health
Consumer Products
Consumer Services
Restaurants
Specialty Retail

“East of the Mississippi”
Mid-Atlantic
Southeast
Midwest

VALUE CREATION

Leverage the Operating Expertise of our Principals to Build and Grow Superior Companies
Strategy
Set and Guide
Strategic Direction
Structure
Tactical Implementation of Strategic Plan
Systems
Improve Operations
People
Build and Strengthen Management

SUCCESSFUL EXIT

Exit our Investments at Premium Multiples and Generate Above-Average Investment Returns

Target Return
25% IRR

3.0x Return on Capital in 5 Years

Typical Hold Period
3 – 7 years