INVESTMENT CRITERIA

Glen Oaks Capital is an independent sponsor capable of working across a wide variety of industries with flexible transaction structures. We seek to invest up to $1 million to $10 million of equity in manufacturing and business services companies with the following characteristics:

Location:

US headquarters

Revenue:

$5 million to $75mm

EBITDA:

$1mm to $10mm

Equity Investment:

$1 million to $10 million

Industries:

Manufacturing, environmental & industrial services, business services, distribution

Management:

We prefer to partner with a strong management team in place, but can be comfortable in situations with a retiring owner/manager provided that the next generation of leadership can be identified

Glen Oaks generally does not invest in the following industries: financial services, mining or industries with significant commodity risk, early-stage technology, consumer products, retail, and food service.

Transaction Type:

Glen Oaks will typically make its investments when companies are at an inflection point.

Common situations that call for finding a new capital partner include:

Management buyouts
Corporate divestitures
Growth opportunities requiring capital
Distressed balance sheets with a strong underlying business
Family succession
Retiring owner/managers
Absentee shareholder buyout