We focus on investments in lower middle-market consumer, business services and healthcare services companies. We have the flexibility to make minority or majority investments to finance growth, acquisitions, recapitalizations and buyouts. We draw on our extensive operating and domain expertise, as well as a network of industry experts, to support the strategic goals of our partner companies.
VALUE-ADDED PARTNER
Provide more than capital – deliver expertise and resources targeted at a company’s areas of need
FLEXIBILITY
Tailor investments to meet owners' growth and liquidity objectives
ALIGNMENT OF INTERESTS
Work together – ensure alignment of incentives between SBJ and our partner companies
PRUDENT STRUCTURES
Avoid excessive leverage – employ capital structures that enhance a business’ ability to grow and weather a downturn
Investment Criteria
SBJ typically invests in lower middle-market consumer, business services and healthcare services companies with the following characteristics:
COMPANY SIZE
COMPANY SIZE
Revenue: Up to $100mm
EBITDA: $3 - 15mm
INVESTMENT SIZE
INVESTMENT SIZE
$10 - $50mm
TRANSACTION
TRANSACTIONS
Growth, Acquisition, Owner Liquidity, Buyout
TARGET SECTORS
SBJ focuses on the consumer, business services and healthcare services sectors where we have extensive domain expertise as well as a network of industry experts. Please select a sector icon below to see some of our areas of focus within each sector:
We operate with uncompromising integrity in serving as a value-added investment partner to entrepreneurs, owners and management teams of lower middle-market companies
INTEGRITY
Treat others as we want to be treated — thoughtful, humble and transparent with our partner companies
BALANCE ART WITH SCIENCE
Employ a balanced approach to making decisions, weighing objective data and intuition
INVEST IN PEOPLE
We invest in quality businesses, but equally important is the quality of the people with whom we partner
INTELLECTUAL CURIOSITY
We care deeply about our partner companies and seek to understand their business model in detail
