Investment Criteria

Company Size:
EBIT range of $1 to $5 million. Smaller opportunities will be considered as add-ons or unique platforms.

Geography:
Western US, including California, Oregon, Washington, Alaska, Hawaii, Arizona, New Mexico, Utah, Idaho, Colorado, Montana, Nevada and Wyoming.

Preferred Industries:
We look for businesses that appeal to a regional or national audience. Concourse is generally seeking investments that are able to fund their own growth after the initial investment. Focus includes industrial distribution, light manufacturing, information analytics, marketing, healthcare and business services

Stage of Business:
We are not venture investors, so we will not get involved in early stage concept companies. We will work with young companies if they are profitable.

Deal Structure:
Each deal is unique, however Concourse generally prefers to own a majority of the equity. Where the management team doesn’t own any company equity, Concourse will work with the sellers to structure an equity position for management post transaction. Capital may be used for growth, liquidity, recapitalization or acquisitions.

Special Situations:
We will look at unique situations outside of our size and geographic range where we have the ability to effectively evaluate and structure a transaction.