Lindsay Goldberg Review: Family-Owned Business Specialist, Portfolio Companies & Deal Criteria
Complete guide to Lindsay Goldberg: their investment thesis, portfolio companies, typical deal sizes, and how to position your company for investment.
Key Takeaways
- •Focus on Industrial, Retail, Manufacturing companies
- •Investment range: $50M-$250M in equity
- •Based in United States
- •Control-oriented investments
- •Growth equity focus
- •Also invests in Business Services
Recent Investment Activity
Lindsay Goldberg has maintained active investment in family-owned businesses:
- Family Manufacturing Company — Industrials — Buyout — 2024
- Founder-Led Services Company — Services — Growth — 2024
- Healthcare Services Platform — Healthcare — Buyout — 2024
- Consumer Brand Company — Consumer — Buyout — 2023
Notable Portfolio Companies
Lindsay Goldberg has built a substantial portfolio of family and founder-led companies:
- Amentum — Industrials — Engineering and infrastructure services
- Golden State Foods — Distribution — Food and beverage distribution
- Kleinfelder — Engineering — Engineering and construction consulting
- Lightwave Dental — Healthcare — Dental practice management
- MMS — Healthcare — Medical device manufacturing
- Dash Car Wash — Consumer — Car wash and auto detailing
- Summit Interconnect — Industrials — Printed circuit board manufacturing
- Pike Corporation — Utilities — Utility infrastructure services
What Lindsay Goldberg Looks For
Lindsay Goldberg evaluates potential investments based on several key criteria:
- Family involvement — Strong family or founder leadership with legacy commitment
- Market position — Strong competitive positions in attractive markets
- Proven business model — Established companies with predictable revenue
- Growth potential — Clear opportunities for continued growth
- Culture preservation — Commitment to preserving company culture and values
Pro Tip
How to Connect With Lindsay Goldberg
Approaching Lindsay Goldberg requires demonstrating family business qualities:
- Demonstrate Family Commitment — Show multi-generational commitment and legacy preservation
- Prepare Financial Foundation — Ensure clean financials with EBITDA profitability analysis of $5M+ and professional management reporting
- Articulate Growth Vision — Present compelling vision for growth with family values intact
- Build Relationships — Leverage professional advisors and industry connections to get introductions
- Companies seeking investment from family-focused PE firms like Lindsay Goldberg must have solid financial infrastructure:
- Clean financials
- EBITDA optimization
- Management reporting
- Cash flow forecasting
- Growth strategy
- Market analysis
- Competitive positioning
- Three-statement models
How Eagle Rock Helps
We help family businesses prepare for PE investment by building financial infrastructure and creating compelling investment materials. Our fractional CFO services ensure you're ready to engage with firms like Lindsay Goldberg.
Pro Tip
Frequently Asked Questions
What industries does Lindsay Goldberg focus on?
Lindsay Goldberg primarily invests in Industrial, Retail, Manufacturing. The firm seeks companies with strong market positions and clear growth trajectories.
What size companies does Lindsay Goldberg acquire?
Lindsay Goldberg typically invests $50M-$250M in equity, targeting companies with enterprise values in the lower to middle market range.
What is Lindsay Goldberg's typical investment size?
The firm's equity investments generally range from $50M-$250M, positioning them as active investors who can provide meaningful capital for growth.
How long does Lindsay Goldberg's due diligence process take?
Due diligence timelines vary by deal complexity, but Lindsay Goldberg typically conducts thorough financial, operational, and market due diligence over several weeks to months.
What should I prepare before engaging with Lindsay Goldberg?
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 Lindsay Goldberg work with portfolio companies?
Lindsay Goldberg takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.
Ready to Connect With Lindsay Goldberg?
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Learn MoreThis article is part of our Private equity firms | Eagle Rock CFO guide.
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