Site Map Legal Notice

Investment Criteria

We focus on two dynamic sectors of the economy, financial services and healthcare services, that we believe hold significant opportunities for value creation, and where we have built a long-standing track record of success. We look for companies, based in North America, with exceptional growth potential that can build a sustainable competitive advantage in a well-defined niche or market sector. These companies embrace key growth drivers such as:

Our primary investment interest is in growth equity situations in companies with $5 to $100 million in revenues. We look for proven business models that are profitable or have near-term visibility to becoming profitable, and target returns of 2.5x to 5x with a focus on preserving capital. We invest $5 million to $20 million over the life of an investment, and we typically act as a lead or co-investor.