Investment criteria

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Sectors

  • Industrial Operations and Manufacturing in Oil & Gas, Telecoms, Nuclear, Rail, Aerospace and Food Process Equipment.
  • Construction and Real Estate in Major New Build, Fit-out, Redevelopments, Property Development and Property Investment.

Geography - Headquartered In

  • North America -Eastern USA preferred
  • UK

Financials

  • Revenues typically in the range of $5m to $100m
  • Must have good earnings growth potential but can be currently loss-making
  • Initial investment likely to be up to $25m 
  • Debt and equity funding  

Typical Investment

  • Purchase of non-core businesses from plc's or larger private businesses
  • Support of management teams in MBO's of private businesses
  • Secondary buy-outs and refinancing packages
  • Pre-packaged businesses (out of Chapter 11 or Administration)

Structure

  • Preferably management remain with the business and hold equity
  • Headway hold a minority interest and have a non-executive or similar role
  • Investing partner to be an equity holder
  • Upfront clarity on future investment requirements and on any exit strategy