how we invest

Investment Criteria

Transaction Size and Scope

Blue Point typically invests equity capital in market-leading, lower middle-market industrial, business services, consumer or value-added distribution companies with the following characteristics:

  • $30 million to $300 million in revenue
  • EBITDA greater than $7 million (no minimum for add-on acquisitions)
  • Leaders in the markets served
  • Strong fit with the Blue Point value-add toolkit

As Blue Point seeks add-on acquisitions for our portfolio, the above financial metrics may not be relevant.

Investment Situations

Blue Point targets opportunities to make investments in situations that arise from:

  • Recapitalizations of closely-held or family-owned companies that provide liquidity to the sellers while allowing for continuing ownership
  • Management-led buyouts of private companies
  • Companies that need significant capital to fund internal growth or growth from add-on acquisitions

We are particularly focused on situations where we are the first outside equity capital in a growing business.

Our team comprises experienced and practical professionals. With years of experience in the lower middle-market, we understand and appreciate the importance to business owners of a transaction process that is transparent, efficient and timely — and conducted with the highest levels of integrity. We know that a transaction is a very important milestone in a company’s history, and we treat it with the respect that it deserves.

Please view our Investment Criteria Overview for additional information.

Sector Expertise

Leveraging Experience and Past Successes

Blue Point is especially interested in investing in industrial, business services, consumer or value-added distribution companies in industry sectors where we have considerable investment experience and can leverage prior successes, including:

Industrial

  • Aerospace & Defense
  • Auto Aftermarket
  • Chemicals
  • Engineered Products
  • Industrial Technology
  • Niche Manufacturing
  • Packaging

Business Services

  • Digital Services
  • Environmental Services
  • Facility & Commercial Services
  • Industrial & MRO Services
  • Infrastructure & Utility Services
  • Residential Services
  • Specialty Consulting
  • Transportation & Logistics

Consumer

  • Apparel & Footwear
  • E-commerce
  • Food & Beverage
  • Household Products
  • Outdoor & Enthusiast Products
  • Pet

Value-Added Distribution

  • Consumer Products
  • Healthcare Products
  • Industrial Products