Seamless Acquisitions of Lower Middle Market Companies in the US and Canada
Our team members are true partners in your business, allowing portfolio companies to operate “as is” with the existing management team while providing thoughtful strategic advice and helping scale the business.
We Actively Look to Acquire Companies in the Following Verticals
Manufacturing
Consumer Brands
Transportation, Distribution, and Logistics
Retail
Energy Services
Renewables and Alternative Energy
Investment Parameters
- $5–50M of EBITDA for platform investments (no minimum for add-on investments)
- Enterprise value of at least $20M
- Strong management track record with a deep bench
- At least a five-year history of profitability and significant repeat business or recurring revenues
- Minimal customer concentration
- Geographies: US and Canada
Situations We Look For
We bring strategic insights, financial expertise, and a collaborative approach to accelerate your business’ growth trajectory. By aligning our goals with yours, we aim to unlock potential and drive success together. Here is what we can do:
Transitional
Transition founders/owners out of successful businesses through a 100% sale or majority sale.
High Performers with Growth Potential
Carve out non-core business operations to ensure that value is recognized.
Growth Challenged
Provide growth capital to energize growth or allow strategic acquisitions.
Capital Intensive
Provide capital to update or improve a company’s asset base.
Turnarounds
Identify situations where good businesses have difficult balance-sheet situations and provide turnaround capital.
Meet Our Team
Our team has a wealth of industry expertise and a proven track record of guiding businesses to success. Their strategic insights and hands-on approach make them invaluable partners in driving sustainable growth and achieving financial milestones.
Howard Chernin
Co-Chairman
Rob Bolandian
Co-Chairman
David A. Barcus
Chief Executive Officer
Amanda Chernin
Principal
Chris Czarnecki
Analyst
Maxwell Babinski
Analyst
Blake Small
Analyst