Within our targeted industries, Brookside first and foremost looks to partner with companies led by experienced teams who possess a clear vision for the growth direction of their business. We typically target companies in large and fragmented markets where growth can be achieved both organically and through strategic acquisition initiatives. We also seek proven business models that are characterized by attractive margin profiles and the ability to generate meaningful free cash flow over time as the company scales.
Many of our businesses require significant investment in people, infrastructure, research and development, and other growth needs immediately after close. We are often the first institutional investor in these companies and are used to making the type of growth investments needed to help management take the business to the next level. While we are not turn-around investors, we understand that lower middle market companies often require the willingness to invest in the near-term to achieve long-term objectives.
$5 to $25 million of equity per investment
Majority or minority investments; often the first institutional investor
Growth equity, buyouts, and recapitalizations
Flexible; generally between 4 to 7 years
Required; active board participation
Annual revenues between $15 and $75 million
Business services, unique consumer and industrial products, and services supporting infrastructure
Canada
Industry leader, experienced management, strong growth potential
Large addressable market, high barriers to entry, acquisition opportunities
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