Whether a corporate carve-out or a closely held business, an initial platform or a strategic add-on acquisition, HKZ Private Capital focuses on acquiring smaller profitable companies with enterprise values between $15 million and $60 million. We believe this market segment is the most under served and represents an area where we can make the most contribution as a partner. After determining that an investment opportunity fits within a developed theme and industry focus, HKZ Private Capital evaluates certain key company attributes as compared to our core investment criteria:

  • INVESTMENT CRITERIA

  • Developed, defendable, and understandable core business model
  • Favorable longer-term organic growth dynamics or strategic acquisition opportunities
  • Management team open to change and culturally aligned with HKZ Private Capital
  • Identified opportunity for HKZ Private Capital to add value through operational, financial, and strategic change
  • Ability to financially lever cash flows or assets between 2 to 4 times operating earnings
  • Positive cash flow between $2 million and $10 million
  • Five-year return objectives of greater than 30% IRR
  • Companies headquarted in the Western U.S. and British Columbia thereby facilitating HKZ Private Capital to work as local partners and colleagues with management
  • Ownership lifestyle change wherein HKZ Private Capital can resolve seller dynamics such as estate planning and continuity of leadership

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