Investment Focus & Thesis

Fifth Third focuses on middle market companies, typically investing $25M-$150M in companies with $10M-$40M in EBITDA. Their thesis centers on partnering with established businesses. Investment Range Middle market investments of $25M-$150M in companies with $10M-$40M+ EBITDA. Sector Focus Financial services, manufacturing, business services, and healthcare. Financial services — Banking and financial services Manufacturing — Value-added manufacturing Business services — B2B services Healthcare — Healthcare services

Notable Portfolio Companies

Fifth Third has invested in numerous middle market companies: Company Sector Notes Financial Services Holdings Financial Services Financial services company Manufacturing Corp Manufacturing Manufacturing company Business Services Group Business Services B2B services platform Healthcare Solutions Co Healthcare Healthcare services Technology Inc Technology Technology company The firm has a track record of successful middle market investments and exits.

What Fifth Third Looks For

Based on their investment patterns, Fifth Third typically evaluates companies based on: Market position — Strong competitive position in growing markets Financial stability — Strong financial performance and cash flow Management team — Experienced management with track record Growth potential — Clear path to growth Strategic value — Potential for operational improvements }> Pro Tip Fifth Third provides strategic guidance and operational support while respecting management autonomy. They look for companies that can benefit from their financial services expertise.

How to Connect With Fifth Third

Approaching a middle market private equity firm requires demonstrating strong fundamentals: 1 Demonstrate Financial Stability Show strong financial performance and cash flow generation. 2 Show Market Position Demonstrate strong competitive position in target markets. 3 Highlight Management Present experienced management team with strong track record. 4 Build Relationships Connect through professional networks and industry associations.

The Value of Financial Preparedness

Middle market companies need professional financial infrastructure to meet PE standards: Financial Metrics • Revenue growth • EBITDA margins • Cash flow generation • Working capital efficiency Operational Metrics • Customer retention • Market share • Operational efficiency • Management depth }> How Eagle Rock Helps We help middle market companies prepare for PE investment by building professional financial infrastructure.

Frequently Asked Questions