Southlake Equity Group

Investment Criteria

Location: South Central United States, a region encompassing Texas and its neighboring states.
Enterprise Value: $20 - $150 million, although smaller transactions will be considered as part of a sector consolidation strategy.
Industries: Industrial Products, Business Services, Specialty Distribution, Consumer Products.
Excluded Industries: Restaurants, High-Tech, Energy Exploration, Real Estate, Financial Institutions.
Transaction Type: Buy-outs, corporate divestitures, recapitalizations, roll-ups and other structures to accommodate the unique needs of sellers. Continuing equity ownership by sellers in a minority position is acceptable.
Company Type: Established company in transitional phase where the extensive experience of the team in managing complex transactions, developing business strategies and solving operational issues can serve as a foundation for long-term value creation.