Investment Guidelines

Situations Well Suited For Equable Capital

  • Private companies in industry sectors well positioned for consolidation or disciplined acquisitive growth 

  • Private companies facing succession challenges or with shareholders seeking liquidity

  • Private companies desiring an active investor to help them bring a fresh approach and perspective to growth

  • Carve-outs of businesses from larger companies

  • Smaller public companies looking to go private

  • Companies seeking to augment their existing capital structures to position for growth 

Key Criteria

  • Equity Investments of between $5 million and $50 million

  • EBITDA: $2 million to $15 million

  • Companies headquartered in USA

  • Acquisitions / Recapitalizations (acquire >50% ownership)

  • Minority Growth Capital with Appropriate Governance

  • Organic Growth Strategies and/or M&A “roll-ups” or “build-ups” 

  • Board seat with governance

  • Broad Industry Focus including:

    • Business Services including: Testing, Inspection and Certification

    • Distribution

    • Software

    • Medical Products

    • Industrial Manufacturing

  • Businesses outside Equable’s area of focus are those with direct commodity exposure, deeply cyclical businesses, businesses that require deep technical knowledge and expertise (e.g., life sciences) and businesses with significant regulatory / legislative risk