Investment CRiteria
Lower-middle market
Revenue: $10 - $100 million
EBITDA: $2.0 - $20 million
Investment range $1 - $25 million (No limitations for add-on acquisitions)
Proven management team in place
Identifiable growth opportunities
Limited capital intensity
US based only, preference for Western States
Typically avoid operationally distressed situations, but can work through capital structure / over-leveraged situations if underlying business is performing
HCC is not a fund, and not reliant upon a single funding source; we are not tied to a single template of investment structure. We are in a position to evaluate each opportunity based upon its own merits and provide a customized solution that accommodates all stakeholders. We have a deep network of co-investment partners who are highly successful professionals within private equity firms and family offices
IndustrIes of Focus
Consumer Products and Services
Branded Products / Services
Healthy Living / Active Lifestyle
Beverage / Wine / Beer / Spirits
Health and Beauty
Ethnic Foods
Pet Food and Products
Enthusiast / Outdoor / Leisure
Food Manufacturing / Co-Packing / Private Label
Services Businesses
Business, Consumer or Healthcare Services
Restaurants & Retail
Franchisee / Franchisor / Multi-Unit or Concept Operators
QSR, Fast Casual, Family and Fine Dining Restaurants
Distribution and Logistics
Flexible Structures
Control or Minority Equity
Owner Liquidity / Dividend Recaps
Management Sponsored Buyouts
Family transition planning
Corporate Carve-outs
Mezzanine / Structured Debt Transactions
Investment horizon of 5-7 years, potentially longer in select scenarios depending on capital source