Portfolio Company Investment Criteria
CapitalWorks seeks controlling investments in mature lower middle market businesses where we or our investor partners have industry knowledge. This includes manufacturing, aerospace, defense, chemical, distribution and business services.
We have experience acquiring privately held and family-owned business as well as with carve-outs from larger private and public companies. We work with existing management teams. We also build succession plans where necessary to recruit new management.
- Mature businesses
- Revenues of $15 – $75 million
- EBITDA of $3 – $9 million
- Enterprise value of $15 – $60 million
- Stable and profitable
- Niche manufacturing
- Value-added distribution
- Business services
- Aerospace and defense
- Specialty chemicals
- Industries leveraging our domain expertise
Our portfolio companies are located east of the Rocky Mountains in the US and Canada within a day trip from Cleveland. We do consider acquisitions outside our target area that are a good fit for our firm.
No Offer of Securities
This site is for informational purposes only. No information on this site should be construed as a solicitation, offer, recommendation, representation of suitability or endorsement of any security or investment. Offerings of securities are made only by prospectus, private placement memorandum, offering memorandum or offering circular distributed by persons authorized by CapitalWorks, LLC.