Investment Strategy: Criteria
Investment Criteria
Transaction Value |
- ~$5 million to ~$40 million
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Company Size |
- ~$1 million to ~$5 million in EBITDA
- ~$5 million to ~$60 million in Revenue
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Sector |
- Firms involved in AEC, infrastructure, and the Built Environment
- Subsectors with high fragmentation and opportunity for growth and expansion
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Company Type |
- Service, product, and technology providers with engrained cultures and focus on human capital management
- Strong, often long-standing, reputation in served markets
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Management |
- Flexible, preference for teams that will want meaningful ownership going forward
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Commitment |
- We engage a limited number of investments in each fund in order to dedicate time, attention, and resources to support management teams and optimize results
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Equity Check |
- $3 million to $15 million of equity with commitment to support follow-on investment funding
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Transaction Types
Management Buyout |
- We take a controlling stake to inject capital in partnership with management and aide in growth of the enterprise
- We create an active solution for all stakeholders to align interests at investment entry and going forward
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Family Transition |
- We create value for family companies by helping them execute management transitions
- We utilize FMI’s expertise and contacts to help families transition and grow their businesses through our investment and partnership
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Entrepreneur Capitalization/
Recapitalization |
- We are uniquely qualified to support entrepreneurs in the next phase of their business through our industry expertise and guidance
- We work hand in hand with entrepreneurs to achieve their goals
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Growth Equity/
Minority Position |
- We selectively review and pursue opportunities to support new businesses and management
- We will also review opportunities where existing management retains majority ownership to achieve business milestones
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