Whitecastle Investment Criteria

• Equity investments of $5 million to $25 million, with significant additional co-investment capabilities.
  
  
• Focus on businesses with enterprise values of between $15 million and $75 million.
  
  
• Companies with steady and growing cash flow and an identified means of accelerating growth.
  
  
• Companies with strong positions in attractive industries including: food services, recycling and waste management, technology, health care services and products, financial services, and manufacturing.
  
  
• Preference for management retaining meaningful ownership in the business going forward.
  
  
• Companies with a competitive advantage and a proven business model.

Investment Focus

Investment Criteria