PRIVEQ's Investment Criteria

PRIVEQ's Preferred Deal Structure:

  • Typical initial investment in the $3 to $7 million range, with additional follow-on capital available
  • PRIVEQ has the ability to lead the syndication of larger deals
  • Investment structured as equity or quasi-equity
  • Majority or significant minority equity ownership
  • Funds used for expansion capital, management buy-out or buy-in capital, and financial restructuring (excluding operational turnarounds)

 

PRIVEQ looks for the following attributes in a company:


Stage of Growth

  • Minimum revenues of $10 million and minimum operating profits of $1 million
  • Significant growth prospects
  • Track record of profitability

Management

  • Solid team (experienced and deep) in place or identified
  • Financially committed to the company
  • Good chemistry and alignment with PRIVEQ

Business

  • Focus on niche service, distribution and manufacturing companies
  • Identifiable competitive advantage and barriers to entry
  • Top three within niche marketplace
  • Well poised re: global economy
  • Multiple feasible exits exist

Geography

  • Canada and the U.S.A
  • Less than five hours travel from Toronto


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