Investment Criteria

Catalyst makes equity investments where we can add value through industry knowledge, our network of relationships, operating experience and active board participation. We focus on companies with the following characteristics:

 

Size of Investment

$5 – $40 million, with the capability, through partnering with our LPs, to lead transactions requiring additional equity

 

Size of Target

Enterprise value under $500 million

 

Type of Transaction

Growth buyouts, expansion capital, roll-ups

 

Investment Structure

Convertible or participating preferred stock; other structures considered. Moderate, if any, financial leverage

 

Ownership

Control or influential minority positions

 

Board Seat(s)

Yes

 

Geography

Primarily North America

 

Holding Period

3–7 years