Investment Criteria

Key criteria in evaluating potential investments include:

  • Predictable Cash Flow
  • A track record of stable, predictable and growing EBITDA
  • Identifiable Growth
  • Participation in stable and growing markets
  • Opportunity to capture share through organic growth and/or add-on acquisitions
  • Sustainable Competitive Position
  • Strong market position
  • Identifiable niche
  • Typical Investment Size
    Cherokee Advisors typically considers opportunities with the following parameters: Revenue: $20 million - $500 million
    • EBITDA: $5 million - $50 million
    • Equity Investment: $5 million - $100 million

 

We have an intense focus on completing the objectives of our clients, whether that is the completion of a transaction or the funding of their growth, we never take our eye off the ball.", Reid M. Zeising, Managing Partner.