We seek established middle market companies with strong market positions and/or historical financial performance. We rely primarily on these two factors in our initial screening process; however, we will invest in distressed organizations with the potential to overcome challenges.
We look for target companies throughout North America across a broad range of industries including manufacturing, business services, medical and healthcare, aviation services, consumer products, and value-added distribution.
Like our corporate private equity investments, we partner with exceptional managers in our real estate private equity business. Our partnership with Carnegie Companies is just such a relationship. We invest in diversified real estate sectors, including: retail, multi-family, office, and industrial. While we focus in retail, we are opportunistic with our real estate investments of all types nationwide.
- Prompt response to the inquiries of owners and intermediaries
- Strict confidentiality during and after our review of potential acquisitions
- Creative structuring of acquisition transactions to address special seller needs
- Timely payment of intermediary fees and expenses
- Continued management or advisory roles for selling shareholders, if desired
- The financial ability to pay full, fair prices for attractive companies