• Enterprise Value: $25M - $150M
• Profitability: $5M - $20M EBITDA
• Geography: North America for strategic platforms and globally for add-on acquisitions
• Industries: High-Value Manufacturing and Proprietary Business Services

We invest in middle-market companies in high-value manufacturing and proprietary business services. We target companies where a sustainable competitive advantage, combined with strong management, 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, we target companies with transaction values of $25 to $150 million for a 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.

For Intermediaries:

Please submit memorandums to: Barb Neifach, Director of Operations,  bneifach@morgenthaler.com