E x i u m
Unlike some private equity firms, we are a hands-on operational partner to our investments. In addition to our capital, we expect to invest a substantial amount of our time, expertise, and relationships while operating with the highest standards.
We are motivated by a desire to build the fundamental value of our portfolio companies. We look for businesses that we can study, understand, invest in, and support over time – we are not looking for “deals,” quick resale opportunities, or liquidation plays. Our approach involves investing our own capital alongside others, forming strong relationships with business partners and management teams, leveraging our own time, expertise and relationships to support company growth, applying deep analytical rigor to our decision making, and acting with integrity.
We focus on lower middle-market companies, typically resulting in transaction sizes of $20 million to $200 million, because we believe that companies of this size are particularly well positioned to benefit from our operational approach.
EBITDA: $2MM - $20MM
REVENUE: $5MM - $100MM
OPERATING MARGIN: > 10%
GEOGRAPHY: US & Canada
When considering businesses for investment, we take a disciplined approach guided by a value analysis that goes beyond financial metrics. We also consider the team, growth potential, and market dynamics.