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Investment Strategy

Broadgate is an industry generalist and does not take an “one size fits all” approach.  We work with business owners to structure flexible transactions which meet their objectives and those of our investment partners.

Investment Preferences

  • US based with at least 3 years of operating history
  • Positioned within a strong and growing industry
  • Projected growth in cash flow and value
  • Experienced management teams with an equity stake
  • TTM Revenues greater than $10 million
  • TTM EBITDA of at least $2 million
  • Proprietary technology, branded products, and/or niche markets
  • Multiple exit strategies for ownership and investors
  • Prefer control investments

Investment Criteria

Investment Size
Enterprise Value greater than $5 million

Investment Structure
Flexible Junior Capital; including subordinated debt, preferred stock, and/or common equity

Industry Focus
Broadgate will consider investments in a broad range of industries

Geographic Focus
Throughout the United States

Term
3 to 7 years