We look for companies with strong earnings histories and growth potential; potential that can be realized through the combination of current management and our capital and intellectual resources.

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Investment Guidelines We typically seek to deploy $20 million to $75 million of equity for controlling or substantial-minority positions in North American-based companies through a range of transaction structures – leveraged buyouts, corporate divestitures, recapitalizations, going-privates, build-ups, and growth financings. We are specifically interested in opportunities with the following attributes:

  • Company Size – Revenues of $50+ million and EBITDA of $8+ million. Transaction value of $50 million to $250 million. No minimum size for add-on opportunities.

  • Industries – Niche manufacturing, business services, healthcare, low-medium technology, and education (K-12, post-secondary, corporate training, etc.).

  • Growth – Meaningful opportunity through organic growth, acquisition, and/or market consolidation.

  • Geography – Companies that are headquartered or generate a majority of revenues in North America. Will pursue add-on opportunities internationally.

  • Management – Qualified core management team motivated by significant equity ownership.

  • Co-investing – Considered with limited partners, sponsors, and/or deal sources.

  • Other – Must be a friendly transaction. Board representation is required.

If you have a question or an investment idea to discuss, please contact Ben DeRosa, Managing Director - Business Development, at 212.541.7676 or bderosa@libertypartners.com.