Investment Focus & Thesis

Onex Partners focuses on established lower middle market companies with strong fundamentals: Investment Range Equity investments typically ranging from $50 million to $300 million in established lower middle market companies. Sector Focus Business services, healthcare, industrial, and consumer. Business Services — IT services, professional services, and outsourced services Healthcare — Healthcare services, medical devices, and healthcare technology Industrial — Manufacturing, distribution, and industrial services Consumer — Retail, restaurants, and consumer products

Notable Portfolio Companies

Onex Partners has built a diversified portfolio across multiple sectors: Company Sector Notes Jeld-Wen Industrial Door and window manufacturer Bobcat Industrial Compact equipment manufacturer Save Mart Retail Grocery retail Dave & Buster's Consumer Entertainment and dining Howden Industrial Engineering and manufacturing Noble Dental Healthcare Dental services Nortek Industrial Building products Onex's portfolio reflects their focus on companies with strong market positions and significant growth potential.

What Onex Looks For

Based on their investment patterns, Onex Partners evaluates opportunities based on: Market position — Strong competitive positions in niche or fragmented markets Business model quality — Companies with recurring revenue and predictable cash flows Management teams — Experienced operators with demonstrated track records Growth potential — Clear pathways to organic growth and strategic acquisitions Financial fundamentals — Strong EBITDA with visible improvement opportunities }> Pro Tip Onex is known for its collaborative approach with management teams. They look for companies where they can add value through strategic guidance and operational expertise. Be prepared to demonstrate your business model strength and growth potential.

How to Connect With Onex

Approaching Onex Partners requires demonstrating your business model strength: 1 Showcase Market Position Demonstrate your competitive positioning in fragmented markets with consolidation potential. 2 Present Business Model Show your recurring revenue base, customer retention metrics, and cash flow characteristics. 3 Prepare Financial Metrics Be ready to discuss EBITDA, margins, working capital, and operational efficiency measures. 4 Identify Growth Opportunities Present clear pathways to growth through market expansion, new products, or operational improvements.

The Value of Financial Preparedness

PE firms like Onex expect detailed financial information specific to lower middle market companies: Business Metrics • Revenue growth rate • Customer retention rates • Gross margins • EBITDA margins Financial Data • Cash flow generation • Working capital requirements • Capital expenditure needs • Debt service coverage }> How Eagle Rock Helps We help lower middle market companies prepare for PE investment by building detailed financial models, operational dashboards, and margin analysis. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions