Investment Criteria
Berkley Capital has successfully partnered with management teams in both Middle Market Buyout and Growth Equity Investments. We seek opportunities with the following characteristics:
Investment
Profile
- Buyout Platform Investments:
- EBITDA: $5 – $25 million
- Equity Investment: $10 – $75 million+
- Growth Equity Investments:
- Revenue: $5 million+
- Equity Investment: $5 million+
- Majority or minority ownership
- Geography: North America
- Capacity to invest in debt securities alongside an equity investment
- Flexible investment horizon
Company
Characteristics
- Leadership within industry sector or niche with demonstrated competitive advantage
- Experienced, growth-oriented management team
- Potential for 10%+ annual revenue growth
- Current or potential EBITDA margins in excess of 10%
Transaction
Types
- Control Leveraged Buyout
- Management Buyout
- Recapitalization
- Growth Equity
Industry Focus
Berkley Capital has extensive experience in the industry verticals below. While we focus on these industries, we are opportunistic and welcome opportunities in other industries with similar characteristics.
Aerospace and Defense
- Parts Distribution
- Component Repair and Overhaul (CRO)
- Maintenance, Repair, and Overhaul (MRO)
- Military & Government Services
Business Services
- Value Added Distribution
- Business Process Outsourcing
- Information Services
- Promotional Products
- Legal Technology
Financial Services
- Financial Technology and Payments
- Financial Institution Service Providers
- Specialty and Consumer Finance
Specialty Manufacturing
- Branded Textiles
- Home Furnishings and Related Products