We focus on investment opportunities in US-headquartered mid-sized companies with strong managers, solid cash flow, prominent positioning within their industry, a robust track record and potential for growth.
Through our New York-based investment team, we focus on three industry verticals where our expertise, track record and relationships give us proprietary insight and an edge in sourcing, screening and acquiring the most attractive deals. These are:
- Business services
- Retail and consumer products
We target businesses that are growing, operate in fragmented industries, have the potential to expand domestically or internationally and feature multiple avenues for growth and/or significant cash-flow generation. We typically acquire a controlling or substantial minority interest in companies with $20–50 million of EBITDA, requiring equity investments of $100–175 million.
Representative transactions include Tiffany & Company (New York), Fleetpride (Texas) and Associated Materials (Ohio).
Investcorp’s post-acquisition model provides value-added management and oversight support, using a mixture of financial, operational and strategic expertise. We seek to be a strategic partner to management teams and provide human and capital resources to execute strategy. Such strategies may include geographic expansion, growth through acquisitions and greenfield developments, or leveraging our global network to support companies at the operating and board level.
Our in-house investment team is supported by a network of external Advisory Directors who work in partnership with companies to help assess the strategic direction of their businesses, identify new opportunities, propose ideas for cash-flow improvement, provide leadership advice or evaluate add-on investments.
We increase the value of a broad spectrum of companies, and in doing so provide superior returns to our investors.