Investment Criteria

 

Company Size $25 million to $200 million of revenue
Ownership Control, or joint-control with co-investors
Transaction Types Stonebridge will consider a variety of transaction types and structures, customized to each situation and the unique goals of the business owner. These include:

  • Core companies based in the United States or Canada; greater geographic flexibility with add-on acquisitions
  • Majority recapitalizations
  • Corporate carve-outs
  • Management-led buyouts (MBOs)
Industries Niche manufacturing, service and distribution businesses.
Desired Characteristics
  • Compelling customer value proposition
  • Differentiated product / service
  • Leadership in a well-defined geography or industry niche
  • Opportunities to accelerate growth, often via share gain
  • Exceptional management
    • Skill sets aligned with the company‚Äôs next stage of growth
      Motivated by retained or performance-based equity ownership