Investment Criteria
Meridian General maintains a focused investment strategy following a specific set of criteria listed below.
Company Profile
- Acquire and operate lower middle market companies with revenues between $20 and $200 million
- Profitable companies with stable cash flows (EBITDA minimum of $3M) (exception: bolt-on acquisitions)
- Recurring revenues – Stable/longstanding customer relationships
- Potential for growth – Underperforming asset with operational challenges
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Company/product is mission-critical to its clients
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Targets in a fragmented industry, which has the potential for consolidation through bolt-on acquisitions
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Strong management
Transaction Types
- Buy-outs – sponsored and non-sponsored transactions including acquisitions and shareholder liquidity
- Corporate Divestitures – we have successful experience and executive talent available for carve-outs of non-core assets from Fortune 500 companies
- Meridian has developed a strong network of investors who would consider control transactions or co-investing with other financial sponsors
Geography
- Across the U.S.