taglich private equity investment criteria

Investment Criteria

Our unique structure allows us flexibility when evaluating new investments and add-on opportunities. We strive to create long term value in our portfolio companies by combining management’s in-depth understanding of their industry and business with our financial and operational expertise.

INVESTMENT CRITERIA

Industries

  • Manufacturing
  • Consumer Products
  • Business Services

Investment Size

  • Platform Investments: $3 million to $20 million
  • Add-on Acquisitions: Any size

Revenues

  • Platform Investment: $15 to $150 million
  • Add-on Acquisitions: Any size

EBITDA

  • Platform Investments: $4 to $15 million
  • Add-on Acquisitions: Any size

Geography

  • U.S. Headquartered or primarily U.S.-based revenues
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Typical Attributes

  • Highly motivated management team
  • Leading market position or niche player
  • History of profitability through cycles
  • Acquisition opportunities
  • Significant growth prospects

Transaction Types

  • Management Buyouts
  • Recapitalizations
  • Change of Control
  • Corporate Divestitures
  • Industry Consolidation
  • Growth Equity Investments

Investment Proposals

Taglich Private Equity welcomes proposals from owners, intermediaries, management teams and shareholders. See our Investment Criteria for further details on the types of companies we are looking to acquire.

Please refer investment proposals to:

William Cooke

Phone: 212-661-0936 ext.315

Email: cooke@taglichpe.com