UIB CAPITAL PRIMARILY TARGETS INVESTMENTS in management buyouts and growth equity transactions. We are interested in several types of opportunities.
In selecting investments with a strong potential for such longer-term growth, we look for the following general characteristics:
Transaction Types |
UIB Capital, as part of Unicorn Investment Bank, is primarily focused on control investments, including management buyouts, spin-offs, recapitalizations, growth capital, public-to-private transactions, and liquidity events for family businesses. On a selective basis, we consider partnering with other sponsors in larger transactions, in co-investment opportunities, and in under-performing operations where we can add significant value. |
Company Size |
UIB Capital targets the middle-market, understood as companies with EBITDA of $5 million or more. Smaller investments in companies with exceptional growth opportunities will be considered on an individual basis. |
Investment Size |
$10 million to $75 million of equity in each transaction. |
Industry Focus |
Healthcare, technology, manufacturing, business services, consumer products, and oil & gas.
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Management Team |
UIB Capital looks for management teams with a demonstrated ability to develop and execute a strategic growth plan, while promoting a culture of innovation and quality. |
Exit Strategies |
Strategic and financial buyers, as well as through partial liquidations and initial public offerings (IPOs). |
UIB Capital's long-term objective is to invest in lower middle-market companies. We may also consider larger investment transactions in companies with high growth potential or underperforming operations, through co-investments with our strategic partners. |