Investment Criteria

Circle Peak Capital is a private investment firm that partners with established small- and mid-sized private companies in the consumer, industrial, and financial sectors to build leading national brands with sustainable competitive advantages. Circle Peak makes equity investments alongside founders, management, operating advisors, and other capital partners to support management buyouts, acquisition platforms, and recapitalizations involving junior capital commitments per transaction of up to $100 million. CPC typically leads its transactions and often involves leading institutional private equity and alternative investment groups to join as co-investors in larger acquisitions originated by the firm.

 

Sales: $50 – $500 million
Transaction Value: $50 – $500 million
Equity Investment: $10 – $100 million per transaction (control investments preferred)
Management: Circle Peak can assist existing management where necessary. Management typically will have a significant equity interest post-closing. In addition, CPC prefers a direct dialogue with senior management rather than through a third party.
Targeted Sectors: Consumer & Branded: packaged and specialty food and beverage products; restaurants; retail & apparel; household products and accessories; sporting goods; fitness; health; wellness; beauty; and luxury.

Financial Services: alternative and traditional asset management platforms, including family offices, separate account managers, institutional managers, fund of funds, and hedge funds.

Excluded Sectors: Utilities, Oil & Gas
Biotechnology
Transportation
Desired Business Variables:
  • Companies with established products/services
  • Stand-alone, high-growth platforms; corporate carveouts; corporate orphans; organic or acquisition buildups
  • Potential for highly profitable internal growth
  • Limited significant near-term capital investment
  • Opportunity for significant market share capture
  • Low technology risk
Profitability: Businesses with solid fundamentals are strongly preferred. Operating profit margins exceeding 10% (ideally 15-20% within 1-2 years). Certain distressed situations will be considered.
Capital Structure: An adequate asset base or cash flow to support debt is preferred

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