Investment Criteria

Target Platform Attributes

• Industrial Manufacturing Focus

• U.S. or Canada headquarters

• 80+ Employees

• Revenue $40 to $200 million

• EBITDA up to $12 million

• Transaction Sizes up to $100 million

• Control Investments

​

Stone + Tree + People

• Stone: solid business foundations

• Tree: organic path to double EBITDA

• People: differentiated positive impact on employees

​

Transaction Types

• Corporate Divestitures

• Founder- and Family-Owned Businesses

• Management Buyouts

• Lender–Owned or –Controlled

• Special Situations

​​

Sector Expertise

• Industrial Technology / Advanced Manufacturing

• Commercial / Off-Road / Transport

• Capital Goods and Equipment

• Specialty Materials

• Wood and Paper Products

• Building Products

• Metals and Engineered Materials

• Aerospace and Defense

• Specialty Industrial Distribution

• Industrial Services and MRO

• Security and Safety

• Environmental Services and Technology

​

For New Deal Opportunities: matt@stonetreeinvest.com