Investment Focus
Lodestone targets companies with enterprise values typically between $30 million and $200 million. Investment Range Equity investments of $10M-$40M. Stage Focus Control and minority investments. Business Services — IT services and professional services Healthcare Services — Healthcare services Industrial — Manufacturing and distribution
Key Takeaways
- •Focus on Distribution, Industrial, Manufacturing companies
- •Investment range: $10M-$40M in equity
- •Based in United States
- •Control-oriented investments
- •Also invests in Business Services
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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