Investment Focus & Thesis

Lindsay Goldberg focuses on partnering with family and entrepreneur-led companies: Investment Range Equity investments typically range from $50M-$250M, with flexibility for larger deals. Stage Focus Growth equity and buyouts in established family and founder-led companies. Industrial & Manufacturing — Manufacturing, industrial services, and engineered products Healthcare — Healthcare services, medical products, and life sciences Business Services — Professional services, IT services, and outsourcing Consumer — Consumer brands, retail, and consumer services

Recent Investment Activity

Lindsay Goldberg has maintained active investment in family-owned businesses: Company Sector Type Year 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 Lindsay Goldberg is known for its collaborative approach that respects family legacies while providing growth capital.

Notable Portfolio Companies

Lindsay Goldberg has built a substantial portfolio of family and founder-led companies: Industrial Family-owned manufacturing and industrial services companies. Healthcare Healthcare services and medical product companies. Business Services Professional services and business process companies. Consumer Family-owned consumer brands and retail companies. The firm is recognized for its ability to preserve family culture while accelerating growth.

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 Lindsay Goldberg is ideal for family businesses that want growth capital without sacrificing their culture and legacy.

How to Connect With Lindsay Goldberg

Approaching Lindsay Goldberg requires demonstrating family business qualities: 1 Demonstrate Family Commitment Show multi-generational commitment and legacy preservation. 2 Prepare Financial Foundation Ensure clean financials with EBITDA of $5M+ and professional management reporting. 3 Articulate Growth Vision Present compelling vision for growth with family values intact. 4 Build Relationships Leverage professional advisors and industry connections to get introductions.

The Value of Professional Financial Infrastructure

Companies seeking investment from family-focused PE firms like Lindsay Goldberg must have solid financial infrastructure: Financial Foundation • Clean financials • EBITDA optimization • Management reporting • Cash flow forecasting Growth Foundation • 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.

Frequently Asked Questions