Investment Criteria

Overview of Our Strategy

We have a flexible investment approach that focuses primarily on proprietary and relationship-based healthcare and business services transactions. Our strategy is to facilitate both organic and acquisition growth by identifying platform businesses with seasoned management teams. 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 50 consolidation plays and have assisted portfolio companies in raising over $500 million of capital.

Company Criteria

  • Revenue:$10MM – $100MM
  • EBITDA: $2MM – $10MM
  • Primary Target Sectors: Healthcare Services, Business Services, and Industrial Services

Investment Structure

  • $2MM – $20MM per Company
  • Mezzanine Debt Investments
  • Equity Investments
  • Sponsored and Non-Sponsored
  • Control and Non-Control

Transaction Types

  • MBOs, LBOs and Strategic Consolidations
  • Balance Sheet Restructuring
  • Recapitalization
  • Shareholder Liquidity
  • ESOP
  • Growth Capital

Methodology

Focused on investing debt and equity in lower middle market companies throughout the United States. All of our funds are SBIC licensed through the Small Business Administration and we are currently investing out of Fund III.

Deal Sourcing

We rely on our industry experience, domain expertise, network of relationships, and capital markets experience to source our transactions.

Flexible Investment Structure

Our flexible investment structure allows us to tailor our debt and equity capital to best fit the capital structure need.

Reputation

Proven track record of identifying and strengthening established, profitable, and growing companies with strong management teams.

Focus

We have a core strength and focus on consolidation strategies in the healthcare and business service industries.

Proven Results

The firm has a proven track-record of creating value for our portfolio companies and investors. This includes realizing value through multiple types of liquidity events ranging from recapitalizations, IPOs, sales to public peers, sales to larger PEGs, and strategic sales to domestic and international buyers.