Capvest Venture Fund Seeks to Invest in Niche Manufacturing, Distribution, Healthcare, Business Services or Enabling Technology

Desired Criteria
  • Companies that possess strong competitive advantages vis-a-vis their competitors and are well-positioned for continued growth. Convincing differentiation, scaleable platform, leader or influencer in its niche.
  • Prefer established industries characterized by repetitive revenue streams and consistent long- term growth with a strong management team.
  • Wide customer base (e.g., no customer greater than 10% of revenue) and positive supply chain characteristics (economic means to discourage or beat competition in the field) and with at least several major customers.
  • Compelling business model and value proposition (size, customers, timing, economics, industry trends, sales potential, identifiable drivers for future).
  • Geography: Ohio,Wisconsin and Mid-West.
Desired Metrics
  • Revenue greater than $5.0 million
  • Gross margin of at least 45%
  • Profit before tax of at least 12%
  • EBITDA percentage of at least 15%
  • Cash-flow positive
  • Profitable performance record
  • Positive sales trend
NOT Seeking
  • Start-ups
  • Highly regulated industries
  • Companies managed by multiple family members
Typical Situations
  • Companies seeking equity / debt expansion capital for market development, growth or acquisitions.
  • Family run business with either: retirement situation, wishing to take some chips off the table, illness, sales plateau due to lack of working capital, no heirs / succession plan, etc.
  • Spin-off and management buy-outs.
Transaction Preferences
  • Non-control, minority growth and expansion financings
  • Recapitalizations
  • Sponsorship of leveraged acquisitions and management buy-outs
We understand the sensitive nature of our investment discussions and always maintain strict confidentiality throughout the review and investment process. Capvest has sole discretion over its investment activities, allowing us to respond quickly to new opportunities and close transactions in a timely manner.

The Capvest team is comprised of seasoned professionals with a highly successful track record of maximizing shareholder value via internal and external growth strategies.

If you know of a company that meets or exceeds the above criteria, please call:

Columbus:
Cincinnati:
Toronto:		 Bill Custer (614)855-9980
Jakki Haussler (513) 721-8831
Don O'Shea (905) 846-7916

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