Investment Guidelines
Situations Well Suited For Equable Capital
Private companies in industry sectors well positioned for consolidation or disciplined acquisitive growth
Private companies facing succession challenges or with shareholders seeking liquidity
Private companies desiring an active investor to help them bring a fresh approach and perspective to growth
Carve-outs of businesses from larger companies
Smaller public companies looking to go private
Companies seeking to augment their existing capital structures to position for growth
Key Criteria
Equity Investments of between $5 million and $50 million
EBITDA: $2 million to $15 million
Companies headquartered in USA
Acquisitions / Recapitalizations (acquire >50% ownership)
Minority Growth Capital with Appropriate Governance
Organic Growth Strategies and/or M&A “roll-ups” or “build-ups”
Board seat with governance
Broad Industry Focus including:
Business Services including: Testing, Inspection and Certification
Distribution
Software
Medical Products
Industrial Manufacturing
Businesses outside Equable’s area of focus are those with direct commodity exposure, deeply cyclical businesses, businesses that require deep technical knowledge and expertise (e.g., life sciences) and businesses with significant regulatory / legislative risk