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Investment Criteria
Lower-Middle Market
Asset Heavy Manufacturing & Industrial Targets
Management Team in Place or Proven Succession Planning
Identifiable Growth Opportunities (or Lack of Historical Commercial Investment)
U.S. Based (Preferred)
Consistent Margin & Return Profile
Flexible Structures (Owner Liquidity, Dividend Recap, Mezzanine / Structured Debt Transactions)
Investment Horizon of up to 10 Years, Potentially Longer in Select Scenarios (Capital Source Dependent)
Underleveraged Balance Sheet
Target Situations
“Platform” acquisitions, which will enable us to pursue build-up and consolidation strategies, where we believe we are able to add significant value in leveraging Quad Capital’s merger integration capabilities
Companies that require assistance in developing internal capabilities, capacity and infrastructure for future growth and/or can otherwise benefit from access to operational expertise or industry relationships
Opportunities to partner/transition with experienced industry executives seeking a partner to pursue an identified investment thesis
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