Lines Investment Criteria

OVERVIEW OF OUR STRATEGY

We maintain a flexible investment approach, primarily targeting transactions in business, healthcare, and industrial services. Since our inception in 2009, our strategy has aimed to foster both organic growth and expansion through acquisitions by identifying platform businesses with seasoned management teams. Leveraging our backgrounds, we possess core strengths and focus on consolidation strategies within fragmented industries. Currently investing out of our fourth fund, we remain committed to our strategy and to supporting our companies throughout the lifespan of each investment.

Company Criteria

  • Revenue: $10MM – $100MM
  • EBITDA: $2MM – $20MM (We Will Review/Consider Tuck-In Acquisitions Below The $2MM EBITDA Threshold)
  • Target Sectors: Business Services, Healthcare Services And Industrial Services

Transaction Types

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

Focused On Investing Debt And Equity In Lower Middle Market Companies Throughout The United States.

Icon Block
Deal Sourcing

We Rely On Our Industry Experience, Domain Expertise, Network Of Relationships, And Capital Markets Experience To Source Our Transactions.

Icon Block
Flexible Investment Structure

Our Flexible Investment Structure Allows Us To Tailor Our Debt And Equity Capital To Best Fit The Capital Structure Need.

Icon Block
Reputation

Proven Track Record Of Identifying And Strengthening Established, Profitable, And Growing Companies With Strong Management Teams.

Icon Block
Proven Results

We Have A Proven Track Record Of Creating Value In Our Portfolio Companies.

Icon Block
Focus

We Have A Core Strength And Focus On Consolidation Strategies In The Healthcare And Business Service Industries.