Investment Focus & Thesis

Hadley Capital focuses exclusively on small, profitable companies. Their investment thesis centers on partnering with business owners to ensure successful transitions: Investment Range Equity investments in companies with revenue between $5 million and $30 million. Target Profile Profitable small businesses with growth potential and strong management teams. Small manufacturing — Niche manufacturing companies with technical capabilities Business services — Commercial and professional services companies Distribution — Value-added distribution businesses Recapitalizations — Providing liquidity to owner-operators

Notable Portfolio Companies

Hadley Capital has built a diversified portfolio across multiple industries: Company Sector Notes Quality Component Solutions Manufacturing Custom precision components manufacturer American Container Manufacturing Container and packaging solutions Plastics Manufacturing Co Manufacturing Custom plastic injection molding Midwest Fabrication Manufacturing Custom metal fabrication services ServiceFirst Services Business services company Precision Products Manufacturing Precision manufacturing solutions Hadley takes a "Stewardship First" approach with their Hadley Ownership System, emphasizing long-term value creation and successful ownership transitions.

What Hadley Looks For

Based on their investment patterns, Hadley Capital evaluates opportunities based on: Revenue size — Companies with revenue between $5 million and $30 million Profitability — Profitable businesses with positive cash flow Growth potential — Companies with clear pathways to growth Management teams — Strong management teams or owner-operators willing to stay on Niche positioning — Companies with defensible market positions }> Pro Tip Hadley focuses exclusively on the small end of the lower middle market. They understand the unique challenges and opportunities of small businesses and take a partnership approach. If you're selling a small business, Hadley could be an excellent fit.

How to Connect With Hadley

Approaching Hadley Capital requires demonstrating your small business excellence: 1 Demonstrate Profitability Show proven profitability and positive cash flow. Hadley looks for profitable small businesses with sustainable earnings. 2 Showcase Revenue Size Be prepared to demonstrate revenue between $5M and $30M. This is Hadley's sweet spot. 3 Present Growth Opportunities Be ready to discuss your growth plans and market opportunities. Hadley looks for businesses with growth potential. 4 Consider Transition Options Hadley often works with owners looking to transition out. Consider whether a full sale, partial recapitalization, or management buyout makes sense for you.

The Value of Financial Preparedness

PE firms like Hadley expect detailed financial information: Financial Metrics • Revenue (target $5M-$30M) • Profitability history • Cash flow generation • Owner benefits/expenses Business Data • Customer concentration • Key personnel • Facility information • Growth opportunities }> How Eagle Rock Helps We help small businesses prepare for PE investment by building detailed financial models, normalizing owner expenses, and preparing clean financials. Our fractional CFO services ensure your company is ready for due diligence from firms like Hadley.

Frequently Asked Questions