Investment Criteria

Size Range

$25-150

Million Equity
Investments

$5-35

Million Typical
EBITDA
Geography

North America

Investment Profile
  • Majority ownership or lead minority investor
  • Equity for organic or acquisition growth
  • Transactions involving full or partial liquidity in private companies or corporate divestitures
  • New platforms backing experienced executives in proven business models
Data proliferation; focus on models with recurring revenue, operating leverage and clear growth opportunities
Telecom/Media/Tech Team
George Morgan

George MorganPartner

Trey Sheridan

Trey SheridanPartner

Kurt Leedy, CFA

Kurt Leedy, CFAPrincipal

Seth Peck

Seth PeckVice President

Sub-Sectors of Interest
  • Software
    • Vertical application software
      • SaaS
      • On-Premise
  • Industrial IoT
    • IoT applications
  • Edge Infrastructure
    • Wireless infrastructure
    • Fiber network infrastructure
Active Investments in Sector
Cross River Fiber
J5 Infrastructure Partners
SMG
Unite Private Networks