Investment Criteria
Albion Investors invests in traditional areas such as buy-outs, recapitalizations and minority growth equity. We focus on two areas of direct investing: first, we seek to be a lead investor in micro-cap investments, which we define as those companies with EBITDA of $1mm-$4mm and which typically fall below the initial investment size of most institutional portfolios. Second, we look to partner and co-invest with other institutional investors in transactions with EBITDA greater than $4mm.
 |
Lead Investments | Co-Investments |
| Deal Size | $5mm to $20mm in enterprise value | Above $20 mm in enterprise value |
| EBITDA | $750k to $4 million | Greater than $4 million |
| Investment Amount | $2 million to $8 million | $1 million to $15 million |
| Geography | Continental US and Canada | Continental US, Canada and Europe |
Regardless of whether we serve as a lead or co-investor, the following deal characteristics and industries of interest apply to all the transactions that we consider.
Deal Characteristics
- Differentiated products and/or services.
- Diversified customer base.
- Consistent operating and financial performance.
- Management team desiring to remain as equity owners.
- Strong industry fundamentals.
- Located in the Continental United States and Canada.
Industries of Interest
- Food and Beverage.
- Business Services.
- Value Added Distribution.
- Specialty Manufacturing.
- Consumer Products.
- Wellness.
- Healthcare Products and Services.
