INVESTMENT PROFILE

Company Characteristics

Clovis Point focuses on investing in lower middle-market companies with the following general characteristics:

  • Current EBITDA of $500,000 to $3 million
  • A history of positive cash flow
  • A highly scalable, recurring revenue business model
  • Proprietary products or technology portfolio
  • A strong, engaged management team
  • Ability to expand presence in the market
  • Low customer concentration

Current Investments

View our existing portfolio companies.
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Investment Parameters

  • SIZE OF INVESTMENT: $2 million to $10 million of equity per investment
  • TRANSACTION RATIONALE: Organic growth capital, acquisition capital, ownership transition, estate planning
  • TRANSACTION TYPES: Growth equity, buyouts, recapitalizations, management buyouts, spinouts and divestitures
  • CLOVIS POINT’S POSITION: Majority and minority equity positions
  • BOARD REPRESENTATION: Required
  • TYPICAL INVESTMENT PERIOD: Flexible; generally between 3 to 7 years

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