
INVESTMENT CRITERIA
Key Characteristics








NORTHEAST OHIO
Manufacturing businesses that are headquarters in Northeast Ohio.
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GROWTH POTENTIAL
Tangible growth opportunities through organic and/or strategic initiatives
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STRONG MANAGEMENT
Prefers strong management team in place, but open to situations that require a transition.
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BUSINESS-TO-BUSINESS
Business-to-business orientation with a recurring revenue model.
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MANAGEABLE CUSTOMER CONCETRATION
Top Customer: <35% of sales.
Top 5 Customers: <50% of sales​.
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DIFFERENTIATED
Differentiated and defensible competitive position.
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TECHNICAL EXPERTISE
Positioned to leverage technical capabilities.
CUSTOMER CONNECTIONS
Deeply-entrenched customer relationships.
Financial Profile



UP TO $20MM
Revenue
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UP TO $2MM
EBITDA
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GREATER THAN 10%
Operating Margin
Industries and End Markets Served
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Niche manufacturing businesses
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Growing and diversified end markets such as: aerospace, medical, engineered components, automotive, etc.
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Businesses with operational expertise in: slitting, stamping, expanded or perforated metal processing, reel-to-reel processing, machining, machine building, extrusion, etc.
Business Situation
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Seeking control investments – open to previous owner and management transitions
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No prior institutional ownership
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Open to distressed or special situations with a compelling path to profitability
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Prefer to avoid businesses with limited operating histories (e.g., start-ups).