Investment Criteria
Situation
Roll-ups / acquisition financing
Management buyouts
De-leveraging or leverage-neutral recapitalizations
Search funds
Special situations
Owner retirement / liquidity exits
Corporate carve-outs
Growth equity rounds
Independent sponsor transactions
Opportunistic investments
Industry / Sector
Human capital-based businesses
Professional services
Tech-enabled services
Light manufacturing
Value-added transportation & logistics
Food & beverage
Textiles / apparel
Personal care
Baby products
Household products
Geography
Companies headquartered within the United States, with a focus on opportunities in the Midwest
Time Horizon
Flexible & discretionary.
| Buyout | Growth Equity / Minority | |
|---|---|---|
| Check Size | $25M - $100M | $5M - $15M |
| Revenue | $25M - $500M | Minimum $10M |
| EBITDA | $4M - $25M | Minimum $2M |
Size
Participation
Club deals with other sponsors or family offices
Control buyouts
Minority positions are considered in cases where Lakeview can add significant strategic value