Investment Criteria

Transaction Types

  • Growth equity financings, recapitalizations and management-led buyouts
  • Control and minority positions
  • Leveraged and unleveraged transactions
  • Will invest alone or in a syndicate

Company Profiles

  • Strong and experienced management team with aligned interests
  • Established, proven business model grounded in specific organic or acquisition-led growth initiatives
  • Predictable or recurring revenue
  • Strong market share position with defensible niches
  • Differentiated service or product offering
  • Manageable capital requirements and low technological risk
  • Add-on acquisitions for current portfolio companies

Investment Criteria Image

Investment Size

  • Will invest up to $30 million per transaction, with the ability to arrange much larger equity investments with participation of Primus Limited Partners

Investment Period

  • 3 - 7 years

Industry Sectors

  • Business Services
  • Healthcare
  • Education

Role Played

  • Lead or co-lead investor
  • Active board participation