Investment Criteria

Platform seeks to invest between $10 and $75 million of equity capital in the following types of investments:

  • Recapitalization of family / entrepreneur-owned business where Platform is the first “institutional” investor, often providing both liquidity and a meaningful continued ownership position for the owners, as well as growth capital for acquisitions and organic opportunities;
  • Capital commitment to proven management team in targeted industry to start and grow a new company through a combination of acquisitions and organic growth initiatives.

Our experience has shown that partnering with proven, successful managers is the most important contributor to a successful investment. We seek to partner with management teams and entrepreneurs who are committed to building great companies through a combination of organic and acquisition growth. We seek to invest in a variety of industries and consider ourselves “equity” investors but we are flexible on investment structures, including both majority and minority investments.