Caffery Capital Partners seeks to acquire and invest in companies that fit one or more of the following characteristics.   

Investment focus

Geography

  •   United States and Canada

Earnings

  • Annual revenues between $5 million and $100 million 
  • Annual EBITDA between $1 million and $20 million 
  • Above-average margins for their respective industries  

Characteristics

  • Privately held companies seeking an equity partner, liquidity for owners, or funding for growth or acquisitions
  • Entrepreneurial, committed management capable of running the company on a day-to-day basis
  • Market-niche leaders with defensible market position
  • Significant growth potential, either organically or through acquisition
  • Companies/management with proven track records of sales and earnings growth 

Industries

  • Niche manufacturers
  • Unique service providers
  • Value-added distributors
  • Business process outsource providers  

Transactions of interest

  • Recapitalization of existing ownership/management
  • Owner’s desire to capitalize on equity value while bringing in a partner to support future growth
  • Management/owner buyouts
  • Ownership transition transactions for family-held businesses 

Industries and business types avoided

  • Retail 
  • Restaurants 
  • Start-ups  
  • Real estate 
  • Commodity products 
  • Biotech 
  • Natural resource development 
  • Businesses exposed to commodity price fluctuation  

Contact us

If you know of any companies that meet our criteria, drop us a line.

Caffery Capital Partners, LLC

240 Chestnut Street, Winnetka, IL 60093, US

(847) 476-2695