Investment Criteria

Our Strike Zone.

The collective experience of Forest Lane and its Operating Partners comes from leading transactions and building companies in the lower middle market.  We seek to invest in companies that fit within the following criteria:

FINANCIAL

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Revenue:

$5MM-$50MM

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EBITDA:

$1MM-$5MM

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EBITDA Margins:

Greater than 10%

INDUSTRY

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Niche manufacturing

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Value-added distribution

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Business services

GEOGRAPHY

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Anywhere in the United States or Canada

CHARACTERISTICS

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Committed management team

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Straightforward business models

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Clear value proposition with defensible market position

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Some level of recurring revenue

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Non-cyclical, non-commodity based

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No meaningful concentration

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First institutional capital

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Opportunities to improve business through revenue or operational enhancements

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Growth through add-on acquisitions

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Industries with strong, long-term fundamentals

SITUATIONS

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Family successions

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Managment buyouts

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Recapitalizations

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Corporate carve-outs

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Owners looking to remain in place and rollover significant portion of proceeds

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Owners looking to retire but willing to remain until institutional knowledge transferred

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Management teams that welcome a hands-on approach