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- Stage of Development - Our focus is on expansion stage companies with annualized revenues of at least $5 million and demonstrating strong business momentum.
- Industry – We have significant experience across many segments of outsourced services, healthcare, and technology. Specific areas of expertise include:
- Outsourced Services
- Business Process Outsourcing (BPO)
- Specialized Staffing and Human Capital Management
- Pharmaceutical Outsourcing
- Benefit Plan Outsourcing
- Facilities Management (e.g. privatized corrections)
- Logistics
- Specialty Distribution / Route-based Transportation (e.g. solid waste)
- Health Care
- Disease Management Services
- Specialized Program Management Services
- Financial or IT related services to Healthcare Providers
- Diagnostic Services
- Specialty Treatment Facilities
- Technology
- Application and Enterprise Software
- Supply Chain Management
- Managed Services
- On-demand Software (Software as a Service)
- Education Technology
- Embedded Computer Systems/Integrated H/W and S/W Platforms
- Advanced Materials
- Types of Transactions
- We provide equity capital for growth financings, management buyouts, platform acquisition strategies, and recapitalizations. We will also make private equity investments in publicly-traded companies (PIPE’s).
- We will invest up to $10 million+ per transaction, with our average investment in the $2-7 million range.
- We generally acquire minority equity stakes in expansion stage businesses. We also support management buyouts or consolidation strategies in which change of ownership and/or an acquisition strategy supports enhanced growth and/or business efficiencies. We sometimes provide partial liquidity to existing shareholders (recapitalizations), including founders, primarily when taking some “chips-off-the-table” may provide the comfort level to pursue a more aggressive growth strategy.
- Geographical Location – Most of our investments are located in the eastern United States due to our NY location. However, we invest nationally, with several of our portfolio companies located on the west coast (California and Arizona). Our relationship with First Analysis Corporation (which is headquartered in Chicago, with an office in California) enhances our ability to pursue a national investment strategy.
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