Investment Focus
Investment Range Equity $10M-$40M in companies $25M-$150M EV. Sector Focus Business services, industrial, healthcare. Business services — Outsourcing and professional services Industrial — Manufacturing and distribution Healthcare — Healthcare services
Key Takeaways
- •Focus on Distribution, Industrial, Manufacturing companies
- •Investment range: $10M-$40M in equity
- •Based in United States
- •Active value creation approach
- •Sector-specialized expertise
- •Also invests in Business Services
Portfolio
Company Sector Notes Service Solutions Business Services Services Manufacturing Co Industrial Manufacturing Healthcare Partners Healthcare Healthcare Distribution Inc Industrial Distribution Professional Services Business Services Consulting Industrial Products Industrial Manufacturing
What Kendall Looks For
Cash flow — Stable cash generation Market position — Defensible position Management — Experienced teams Value creation — Operational improvements }> Pro Tip Kendall focuses on companies with strong fundamentals.
Pro Tip
Frequently Asked Questions
What industries does focus on?
primarily invests in Distribution, Industrial, Manufacturing. The firm seeks companies with strong market positions and clear growth trajectories.
What size companies does acquire?
typically invests $10M-$40M in equity, targeting companies with enterprise values in the lower to middle market range.
What is 's typical investment size?
The firm's equity investments generally range from $10M-$40M, positioning them as active investors who can provide meaningful capital for growth.
How long does 's due diligence process take?
Due diligence timelines vary by deal complexity, but typically conducts thorough financial, operational, and market due diligence over several weeks to months.
What should I prepare before engaging with ?
Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.
How does work with portfolio companies?
takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.
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