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General Investment Criteria: Acquisition opportunities of companies with EBITDA from $3 to $50 million with talented, committed management. Mature companies that have substantial opportunities for growth internally or through acquisitions of complementary businesses. We seek companies with strong positions in niche markets, or a clearly defined potential to create market leadership.
Click here for a printable Criteria Table
Click Here for a printable version of our Detailed Client Criteria
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Private Capital Research LLC is currently retained by a successful, niche private equity firm that adheres to a disciplined investment approach focused on making investments in small, profitable, domestic manufacturing companies. The team has a long history of seeking out niche manufacturing businesses and collaborating with family owners and management teams to maximize revenue growth potential and enhance competitive advantages to realize operating margin improvements and value creation. |
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General Criteria: Domestic niche manufacturing companies
Revenue Size: $25mm or more, but have considered smaller revenue levels coupled with high profitability.
Gross Margins: 20% or greater
EBITDA: $5 - 15mm historical performance.
Equity Check: $35mm max initially
Geography: East of the Rockies: Northeast, Southeast and Midwest preferred
Management & Staff: Require management to co-invest a meaningful amount
Investment Type: Buyouts, Majority Recaps
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Target Industry Niche Focus:
Capital Equipment, aerospace/defense/security, medical products, building products, material solution providers, robotics and industrial components. Not contract manufacturing or low-tech commodity-type products.
Target Descriptions:
Actively looking for companies or divisions of larger corporations that manufacture unique or highly engineered products to either a niche market or a diverse customer base. Works well with private, family owned businesses as well as corporate divestitures. Collaborates with existing management to enhance company performance.
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Founded nearly 40 years ago, and investing from their ninth fund, this Private Investment Firm invests patient capital from several families and a few fiancial institutions in high-quality, closely-held and family-owned companies with the flexibility to consider a longer investment horizon, and when appropriate, retain portfolio companies for many more years than a typical investment firm. The Firm's unique approach of identifying executives with outstanding industry knowledge and past performance has led to the financing of 200+ family business transitions over the past 35 years..
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General Criteria:
Revenues: $50 - 250mm
EBITDA: $5 - 25mm
Total Enterprise Value: $50 - 150mm
Investment Size: $20 - 75mm capital over the life of investment
Transaction Type: Control Position through Buyout or Recapitalization
Holding Period: 5 - 10 years, typically
Geography: North America
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Target Industries:
Seeking scalable, profitable, well-managed companies positioned for long-term growth organically, through acquisition, or both, often partnering with owners and operators who retain partial ownership.
Generally opportunistic as to industry. Business services companies tend to fit well.
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Private Capital Research LLC is currently retained by a world leading manufacturer of both custom and pre-engineered bearings. Our client is focused on both bearings and related technology. They are looking to expand by acquiring a business in the Precision Equipment Manufacturing and Repair Industry.
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General Criteria:
Revenue Size: $5.0 - 20mm
Gross Margins: >30% for product manufacturers; but can be lower for MRO and Parts sales companies.
Growth: GDP growth or better
EBITDA: $1 - 4mm historical - no distressed situations.
EBITDA Margins: 10%+
Customers: Diversified customer base
Geography: USA based targets only, with a focus on Mid-Atlantic, Houston TX, Indiana, Ohio
Management & Staff:
Key management personnel will be retained for at least one year post acquisition.
Investment Type:
100% ownership preferred with some flexibility. Asset purchase preferred.
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Target Industries Niche Focus:
Primary NAICS Codes:
332991 - Ball and Roller Bearing Manufacturing
33361 - Engine, Turbine and Power Transmission Equipment Manufacturing
333613 - Mechanical Power Transmission Equipment Manufacturing
811219 - Other Electronic and Precision Equipment Repair and Maintenance
Additional Target Descriptions:
Precision Equipment Manufacturing and Repair
Bearings and Seals Manufacturing, Repair, Services
Rotating Components Manufacturing, Service
Turbine Parts and Components (blades and rotating parts) Manufacturing, Service, Maintenance
Power Transmission Equipment Manufacturing, Services, Maintenance
Oil and Gas Industry Equipment and Services
Navel and US Government Equipment Suppliers and Manufacturers.
OEM or Aftermarket Businesses with a preference to growing the Aftermarket Business
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