Private equity

Together with several family offices, we make limited principal investments through Oleet Partners, our private equity affiliate. Our investments are long-term (typically more than ten years), and are made in established operating companies that have $5 million or more of EBITDA.

Buyouts:

• Family office structure supports long-term investment horizon (10+ years)
• EBITDA of at least $5 million
• Management buyouts
• Leveraged buyouts
• Recapitalizations

Minority investments:

• Family office structure supports long-term investment horizon (10+ years)
• Equity check of at least $5 million
• Owner liquidity
• Growth capital
• Restructuring