Investment Focus & Thesis

Lincoln Road Capital focuses on lower mid-market companies with strong fundamentals and growth potential. Deal Size Typically invests $5M to $25M in lower middle market companies. Stage Focus Lower middle market. Growth equity and buyout transactions. Lincoln Road Capital invests across several sectors: Business Services — B2B services companies Healthcare Services — Healthcare and medical services Industrial — Manufacturing and industrial companies Consumer — Consumer products and services Technology — Software and technology services Distribution — Distribution and logistics

Investment Philosophy

Lincoln Road Capital takes a partnership approach to investing, working closely with management teams to achieve shared goals. Partnership Approach Working closely with management teams as true partners. Hands-On Support Active involvement in strategic and operational decisions. Long-Term Perspective Committed to building companies for the long term. }> Pro Tip Lincoln Road Capital values strong management teams. Emphasize your management team's experience.

Notable Portfolio Companies

Lincoln Road Capital has built a portfolio of lower mid-market companies. Business Services Companies B2B services firms. Healthcare Services Healthcare and medical services companies. Industrial Companies Manufacturing and industrial firms. Consumer Brands Consumer products and services. Technology Companies Software and technology services. Distribution Companies Distribution and logistics firms.

What Lincoln Road Capital Looks For

Based on their philosophy, here's what Lincoln Road Capital typically evaluates: Strong management — Experienced management team. Market position — Clear competitive differentiation. Growth potential — Significant growth opportunities. Proven financials — Strong financial track record. Partnership fit — Ability to work collaboratively. }> Pro Tip Lincoln Road Capital values partnership. Emphasize your willingness to work closely with a PE partner.

The Value of Financial Preparedness

PE firms like Lincoln Road Capital expect detailed financial information. This is where many companies struggle and where bringing in fractional CFO support can make a significant difference. Growth Metrics • Revenue growth rates • Customer concentration • Gross margins • EBITDA margins Financial Data • EBITDA and cash flow • Balance sheet strength • Working capital needs • Debt service coverage }> How Eagle Rock Helps We help companies prepare for PE investment by building detailed financial models and investor-ready financials. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions