Criteria

Transaction Types

Control investments in leveraged acquisition, recapitalization, build-up and growth transactions.

Investment Size

Typically between $10 million and $30 million in each portfolio company with the ability to invest additional equity capital via co-investment from our limited partners.

Industries

Business Services, Healthcare Services, Consumer Services

Company Size

  • Revenue: $15 to $150 million
  • EBITDA: $4 to $20 million (no minimum for add-on acquisitions)

Business and Industry Attributes

  • Proven business model
  • Strong competitive position
  • Favorable growth prospects
  • Strong value proposition
  • Significant recurring revenue base
  • Strong margins and free cash flow generation
  • Clear value creation opportunities
  • Reasonable valuations

Not Considered

Start-ups, project-based revenue models, retail, restaurants

Referrals

Silver Oak welcomes investment proposals and referrals from business owners, advisors and intermediaries. We will pay reasonable referral fees provided such fees are pre-negotiated and agreed to in writing.