Investment Criteria

  • Middle market companies with revenue between $5 million and $75 million
  • Minimum EBIDTA of $1 Million
  • Total Debt to EBIDTA of less than 3 times
  • Proven and committed management teams
  • Privately held companies in their growth stage
  • Competitive advantages in market segment or defensible niche position
  • Companies with operations in the Southeast
  • Sound historical financial performance

Ineligible investments include the following

  • Dramatic “turnaround” situations
  • Real Estate, mining, oil and gas
  • Start-ups
  • Hostile takeovers or other adversarial situations