Approach

Investment Criteria

  • SFW focuses exclusively on Analytical Tools and Related Services companies, including providers of instrumentation, information & software, and related business services.
  • SFW typically invests from $10 to $75 million of equity in middle market companies
    • We will also invest larger amounts in certain situations with support from our partners
  • Specific expertise and experience with:
    • Family-owned businesses and generational transitions
    • Corporate carve-outs / divestitures
    • Public to private transitions
    • Recapitalization of privately held business
    • Partnerships with strategic or financial buyers
  • We are control-oriented investors, but will selectively consider minority investments
  • We favor platform companies with a history of profitability (up to $25M in EBITDA), solid market position and strong customer relationships.
    • SFW also considers platform investments in growing companies that may still be unprofitable and/or companies with significant structural or operational complexity, and has had substantial experience and success in investing in these types of companies in the past.
  • SFW actively seeks add-on acquisitions for its platform companies. For add-on acquisitions, strategic alignment is more critical than size or profitability
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