Investment Criteria

Berkley Capital has successfully partnered with management teams in both Growth Equity and Buyout investments. We seek opportunities with the following characteristics:

Company Characteristics

  • Leadership within industry sector or niche with demonstrated competitive advantage
  • Experienced, growth oriented management team
  • Potential for 10%+ annual revenue growth
  • Current or potential EBITDA margins in excess of 10%

Investment Profile

  • Buyout Platform Investments:
  • EBITDA: $5 - $25 million
  • Equity Investment: $10 - $75 million+
  • Growth Equity:
  • Revenue: $5 million+
  • Equity Investment: $5 million+
  • Majority or minority ownership
  • Geography: North America
  • Capacity to invest in debt securities alongside an equity investment
  • Flexible investment horizon

Transaction Types

  • Growth Equity
  • Recapitalization
  • Management Buyout
  • Leveraged Buyout