OUR FOCUS
Approach
Our approach is rooted in precision and partnership. We meticulously identify and invest in niche sectors, making direct control investments to create exceptional middle-market companies.
Investment Criteria
WHAT WE LOOK FOR
Equity Investment Size
up to $75mm
Revenue
$15 - $100mm
EBITDA Range
$3 - $15mm
Investment Characteristics
Founder or family-owned business with meaningful opportunity for organic and inorganic growth
Preference for proprietary and direct investments
Lead and control investor
Sectors with >$500mm market size and a high degree of fragmentation
Strong recurring and/or re-occurring revenue elements
Business Criteria
Strong player within a growing and fragmented industry, preferably in a regulatory-driven sector or end market
Defensible market position with a high-quality, diversified customer and supplier base
Growth-oriented management team with clear understanding of value creation levers
History of profitability with 15%+ EBITDA margins and cash flow generation
EBITDA of $3-$15mm for new platforms
EBITDA of $1-$5mm for add-on acquisitions
Headquartered in the United States or Canada
DEEP SECTOR EXPERTISE
Specific Industry Fits
Tech-Enabled Services
Consulting services
IT managed services
Process outsourcing
Digital transformation
Business Services
Maintenance & repair
Environmental services
Utility/building services
Testing, Inspection, Certification & Compliance
Manufacturing
& Distribution
Aerospace
Packaging
Medical products
Engineered products
Specialty chemicals
Healthcare
Multi-site delivery
RCM & support services
Home & community-based services
Capital equipment repair & maintenance
DIFFERENTIATORS
Why SRM
Focus
Our strategy is clear and committed; and we know what we like when we see it and pursue aggressively when we do.
Proven Track Record Execution
We have closed 40+ acquisitions, with most since 2019, and have the processes, methods, and focus to acquire deliberately and at a strong clip.
Potential Over Perfection
We do not seek to acquire perfect platforms; rather, we enter our desired sectors through companies with the building blocks to support rapid growth.
Operating and Business Building Experience
Personal operating and business building experience allows SRM to bring real substance to interactions with business owners, and engage with the right sellers, thus increasing the odds of a successful transaction.
Add-On Acquisitions and Integration Velocity
SRM has a proven best-in-class track record with regards to add-on velocity at SRM platforms and depth of integration with add-on acquisitions, thus consistently building “One Company” cultures within each SRM Platform.
Committed Capital with a Family Heritage
SRM is a firm with operations excellence in its DNA. We invest proprietary capital, allowing us to be focused yet flexible and expedient.
HOW WE GROW
