Our Investment Criteria 2017-10-31T20:41:14+00:00

What We Do

Exaltare Capital Partners seeks to invest not only capital, but also its expertise, energy and network in differentiated, niche leading businesses. While we are not day-to-day operators of our portfolio companies, we are actively involved in strategic decision making and are willing to roll up our sleeves to help execute value-added initiatives.

Investment Criteria

Key Areas of Focus:

  1. Franchising / multi-unit
  2. Niche manufacturing
  3. Business services
  4. Healthcare

Our investment criteria include both quantitative and qualitative guidelines:

Financial

  • EBITDA of $3 million or greater
  • Strong margins reflective of a differentiated business
  • History of positive and stable cash flow

Product

  • Stable product not subject to obsolescence or technology risk
  • Tangible and significant value-proposition to the customer
  • Diverse base of customers
  • Demonstrable high customer retention rates

Market and Competitive Position

  • Defensible market position
  • Stable and favorable industry dynamics
  • Identifiable growth levers – either organic or through acquisition
  • High barriers to entry

Management

  • Seller willing to assist in the transition of ownership
  • Openness to collaborate with a value-added partner to elevate performance
  • Prefer to partner with existing owner-operators, but open to adding new or additional management