Investment Strategy

Investment Philosophy

We define a successful deal as one where everyone wins: buyer, seller, management, banker and ourselves. We believe that this requires a combination of:

Hard Work

We roll up our sleeves and get to know the Company and the industry from all angles.

The Right Team

We believe management is the most important driver of value in any deal, but we also believe that a supportive and experienced investment partner and Board of Directors is essential.

Great chemistry around the table, throughout the lifecycle of an investment.

Reliability and Trust

SR Capital strives to be a dependable partner and source of capital adhering to a timely process and providing candid feedback and consultation at every stage

Investment Criteria

Revenue $10MM - $100MM

EBITDA $3MM - $15MM

Based in the U.S. or Canada

Strong management team

Leadership position in its market niche

Prefer recurring or highly repeatable revenue

Sustainable competitive advantage / Defensible market position

Strong historical financial performance

Attractive cash flow characteristics

Types of Investments

  • Acquisitions
  • Minority investments
  • Formative investments based on asset acquisitions

Targeted Sectors Include:

  • Media and entertainment
  • Telecommunications
  • Healthcare-related services
  • Business services

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