Investment Focus & Thesis

Investcorp focuses on business services and distribution companies with strong fundamentals: Investment Range Equity investments typically ranging from $30 million to $200 million in established companies. Sector Focus Business services, distribution, industrial, and consumer. Business Services — IT services, professional services, and outsourced services Distribution — Industrial distribution, specialty distribution, and logistics Industrial — Manufacturing, value-added manufacturing, and industrial services Consumer — Branded consumer products and retail concepts

Notable Portfolio Companies

Investcorp has built a diversified portfolio across business services and distribution: Company Sector Notes Birch Communications Business Services Telecommunications Saks Fifth Avenue Retail Luxury retail Circle K Retail Convenience stores American Golf Consumer Golf equipment Eurostop Industrial Industrial manufacturing Morson Group Business Services Staffing services Apex Distribution Industrial distribution Investcorp's portfolio reflects their focus on companies with strong market positions and significant growth potential.

What Investcorp Looks For

Based on their investment patterns, Investcorp evaluates opportunities based on: Market position — Strong competitive positions in niche or fragmented markets Business model quality — Companies with recurring revenue and predictable cash flows Management teams — Experienced operators with demonstrated track records Growth potential — Clear pathways to organic growth and strategic acquisitions Financial fundamentals — Strong EBITDA with visible improvement opportunities }> Pro Tip Investcorp is known for its global reach and expertise in cross-border transactions. They look for companies where they can add value through strategic guidance and operational expertise. Be prepared to demonstrate your business model strength and growth potential.

How to Connect With Investcorp

Approaching Investcorp requires demonstrating your business model strength: 1 Showcase Market Position Demonstrate your competitive positioning in fragmented markets with consolidation potential. 2 Present Business Model Show your recurring revenue base, customer retention metrics, and cash flow characteristics. 3 Prepare Financial Metrics Be ready to discuss EBITDA, margins, working capital, and operational efficiency measures. 4 Identify Growth Opportunities Present clear pathways to growth through market expansion, new products, or operational improvements.

The Value of Financial Preparedness

PE firms like Investcorp expect detailed financial information specific to business services and distribution: Business Metrics • Customer retention rates • Revenue per customer • Gross margins • EBITDA margins Distribution Metrics • Inventory turnover • Days sales outstanding • Working capital requirements • Supply chain metrics }> How Eagle Rock Helps We help business services and distribution companies prepare for PE investment by building detailed financial models, operational dashboards, and margin analysis. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions