Deal Size: $25M - $150M
Profitability: EBITDA in excess of $5M
Geography: North America, Europe and Asia
Industries: High-Value Manufacturing and Business Services
We invest in middle-market companies in high-value manufacturing and business services. We target companies where a sustainable competitive advantage, combined with strong management execution, will enable the company to achieve substantial and sustainable improvements in growth rates, profitability and ultimately shareholder value.
As an active, value-added investor and typically the only institutional investor in the company, the firm seeks to invest between $20 and $60 million of equity in any platform company over the life of our investment.
Our target transaction size is $25 to $150 million for an initial platform investment. Once an initial investment is made, we actively seek appropriate add-on acquisitions.
Management-led Buyouts and Recapitalization opportunities often result from one of these situations:
• An owner of a privately-held business seeking liquidity for estate planning or other liquidity needs
• A larger public or private company wanting to divest a non-core division or subsidiary
• A public company evaluating a "going private" transaction
We typically seek to realize a gain on our investments in a five-to-seven year timeframe.
Morgenthaler has the financial resources to make the appropriate equity commitment to a promising investment opportunity.
For Intermediaries:
Please submit memorandums to: bneifach@morgenthaler.com
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