INVESTMENTS
CURRENT
INTERESTS
Through innovation and commitment, we are dedicated to turning our strong history of growth into a successful future. We seek to acquire new business and leverage our operational expertise to grow new business into market leaders.
Value Proposition
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As a multi-generational family-owned business, we understand the issues of ownership transitions and know how to acquire family owned businesses responsibly.
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We seek opportunities where we can leverage our core competencies in new areas and industries.
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We take a long-term view as we identify businesses with attractive future growth prospects and a management team with a desire to remain involved.
Our Approach
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We strive for a win-win situation with every deal.
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Long-term capital allows us to invest in the future.
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We have no obligations to sell any business in a predetermined time period.
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We allow presidents of our businesses to operate independently, though our philosophy calls for a close-knit organizational structure.
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We have a strong financial track record and significant credit capacity and can close a transaction with readily available financial resources.
Investment Criteria
Transaction Size
$15M – $50M
01
Financial Criteria
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Revenue from $30M – $100M
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Growth of 5% or better
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EBITDA margin of 10% or better
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Modest capital investment requirements
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Industries of scale with opportunities for consolidation
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Condition
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Established company operations.
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Rapid growth, low capital intensity with moderate barriers to entry.
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Companies with solid business prospects in a variety of markets.
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Stable management team that will stay on post acquisition.
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Geography
Primarily interested in opportunities in existing or adjacent markets (Southeastern U.S.) but will explore nationally in the U.S.
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Deal Types
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Established operating companies/platforms with associated industry consolidation potential.
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100% ownership highly preferred with some flexibility for seller to maintain minority interest.
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Asset Purchase Deals
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Seller Type
Entrepreneur owned, family-owned, private-equity backed, or corporate sellers interested in ownership transition.
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Duration
Long-term focus with no obligation to sell at any time.
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Areas of Interest for Investment
Adjacencies
Our current portfolio of companies or ‘one-step’ away
Building Materials
Two Step Distribution
Extrusion in Construction
Engineering Services
Environmental Consulting
Building Enclosure Consulting
Water & Air Quality Testing
Insurance Services
Independent Agencies
Managing General Agency
