Investment Focus & Thesis

Littlejohn & Co. focuses on control investments in middle market companies with defensible market positions. Their investment thesis centers on partnering with management teams to drive operational excellence and growth: Investment Range Equity investments typically ranging from $75 million to $300 million in companies with enterprise values of $200 million to $1 billion. Sector Focus Industrial services, business services, healthcare services, and specialized manufacturing. Industrial services — Specialty industrial services, manufacturing, and distribution Business services — Professional services, information services, and outsourced services Healthcare services — Healthcare IT, medical device services, and specialty healthcare Specialized manufacturing — Niche manufacturing with defensive characteristics

Notable Portfolio Companies

Littlejohn & Co. has built a diverse portfolio across multiple sectors: Company Sector Notes SG360 Industrial Print services and marketing solutions CWS Business Services Workwear and uniform rental TDC Industrial Specialty metals processing Bushnell Consumer Outdoor sporting goods Nortek Industrial Building products and HVAC STORMCAT Industrial Specialty chemicals Littlejohn & Co. has a strong track record of value creation through operational improvements, strategic acquisitions, and organic growth initiatives across their portfolio companies.

What Littlejohn Looks For

Based on their investment patterns, Littlejohn & Co. evaluates opportunities based on: Defensible market position — Companies with strong niche positions and barriers to entry Recurring revenue — Businesses with predictable revenue from long-term contracts Management teams — Experienced management with deep industry expertise Growth potential — Clear pathways to organic growth and add-on acquisitions Operational improvement opportunities — Potential for operational enhancements and efficiency gains }> Pro Tip Littlejohn & Co. has deep expertise in industrial and business services sectors and values companies with strong operational foundations. They look for companies where their capital and operational expertise can accelerate growth significantly.

How to Connect With Littlejohn

Approaching Littlejohn & Co. requires demonstrating your company's fundamentals and growth potential: 1 Showcase Operational Excellence Demonstrate strong operational processes and efficiency metrics. 2 Highlight Management Team Show strong leadership team with deep industry expertise and track record. 3 Prepare Growth Roadmap Develop a clear plan for organic growth and potential add-on acquisitions. 4 Leverage Industry Networks Many deals come through advisors, industry consultants, or investment bankers.

The Value of Financial Preparedness

Middle market investors expect thorough financial and operational analysis: Financial Metrics • Clean financial statements • EBITDA analysis • Revenue and margin trends • Working capital requirements Operational Metrics • Operational efficiency metrics • Customer concentration analysis • Employee and management depth • Systems and processes }> How Eagle Rock Helps We help middle market companies prepare for PE investment by building professional financial infrastructure, detailed operational dashboards, and strategic planning. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions