Company Size.  We focus on companies with EBITDA (earnings before interest, taxes, depreciation & amortization) between $2MM and $7MM either in the current year or based upon a reasonable forecast for the coming year.  We will co-invest in larger companies where our Roundtable can be additive. We will also consider investments in smaller companies within our immediate region.


Investment Amount.  We look to invest between $2MM and $8MM per company.  Larger amounts are possible through co-investment with our Roundtable partners or other firms.

Start-Ups.  We do not invest in start-ups.  We are pleased to hear from entrepreneurs  pursuing excellent new ideas, and will sometimes look over their shoulders with a view to investing when the business approaches our size parameters.