INVESTMENT FOCUS AND CRITERIA

Because of our backgrounds, we have a core strength and focus on consolidation strategies in fragmented industries. The principals at Capital Alignment Partners have led over 20 consolidation plays in multiple industries and economic cycles.

Typical Transactions:

  • Leveraged or management-led buyouts of privately held businesses
  • Entrepreneur-backed companies seeking capital to grow or acquire competitors
  • Financial restructurings, recapitalizations, and shareholder liquidity

Typical Parameters:

  • Established revenue, generally $20 million or more
  • Cash flow of at least $2 million
  • Initial investment sizes of $5 to $15 million
  • The primary investment security is subordinated debt, accompanied by strategic equity co- investments.

Focus Industries:

  • Healthcare Services
  • Business Services
  • Industrial Services
  • Retail/Consumer