Investment Focus & Thesis

Patriot Capital focuses on lower middle market companies with strong fundamentals and growth potential. Their investment thesis centers on: Investment Range Equity investments typically ranging from $5M-$25M in companies with EBITDA of $3M-$15M. Sector Focus Business services, industrial, healthcare services, and niche manufacturing. Business services — Professional services and IT services Industrial — Manufacturing and distribution Healthcare services — Healthcare business services Niche manufacturing — Specialty manufacturing companies

Notable Portfolio Companies

Patriot Capital has built an impressive portfolio of lower middle market companies: Company Sector Notes Progressive Solutions Business Services IT services company American Import Distribution Import distribution Healthcare Solutions Healthcare Healthcare services Industrial Components Manufacturing Industrial components Professional Services Group Business Services Professional services MidAtlantic Distribution Distribution Distribution company Tech Support Services Business Services IT support services Patriot Capital has completed numerous successful investments in the lower middle market, with a focus on companies with strong fundamentals and growth potential.

What Patriot Capital Looks For

Based on their investment patterns, Patriot Capital typically evaluates companies based on: Proven profitability — Strong EBITDA and cash flow generation Market position — Leading positions in niche market segments Customer concentration — Diversified customer base Growth potential — Clear pathways to organic growth Management team — Experienced leadership willing to reinvest }> Pro Tip Patriot Capital is known for their collaborative partnership approach. They look for management teams that want to remain invested and grow their companies post-acquisition.

The Value of Financial Preparedness

Lower middle market companies need sophisticated financial infrastructure for PE investment: Performance Metrics • EBITDA tracking • Cash flow analysis • Working capital efficiency • Revenue growth trends Financial Infrastructure • Clean financials • Audit-ready books • KPI tracking systems • Cash flow forecasting }> How Eagle Rock Helps We help lower middle market companies prepare for PE investment by building sophisticated financial infrastructure that showcases profitability and growth potential.

Frequently Asked Questions