INVESTMENT CRITERIA

Morningside makes long-term investments in companies that are in an ownership transition or experiencing industry change.  We look for companies with defensible, competitive barriers in their markets, and where business growth and equity value creation opportunities are possible through product/service/geographic expansion or through add-on acquisitions.

We have committed capital and are currently searching for new opportunities that fit the criteria below.  We will also consider investments outside of these focus areas and in different end markets based upon a review and clear understanding of the investment thesis supporting the proposed investments.

 

COMPANY SIZE
Revenues greater than $25 million and EBITDA greater than $5 million

FOCUS AREAS
Operators, Manufacturers, Distributors or Servicers of:

  • Engineered products

  • Industrial equipment

  • Commercial Services

  • Logistics and transportation equipment

END MARKETS
Commercial and Industrial
Energy
Infrastructure
Environmental

INVESTMENT SIZE
$10 – 75 million of equity capital

STRUCTURE
Majority or minority investments in management buyouts recapitalizations and growth capital situations

TENURE
We are long term investors that partner with management to focus on business growth and capital appreciation

 

WE AVOID INVESTMENTS IN:

HIGH TECH, TMT, SOFTWARE

 

  • Telecomm, media and technology (TMT)

  • Software as a Service (SAS)

  • Software applications (i.e. apps or any kind of software)