Investment Focus & Thesis

Rockwood Equity Partners invests in lower middle market businesses across various sectors. Their investment thesis centers on partnering with talented management teams to build market-leading companies: Investment Range Equity investments typically ranging from $20 million to $75 million in lower middle market companies. Sector Focus Manufacturing, industrial services, business services, and healthcare services. Manufacturing — Precision manufacturing, industrial manufacturing, and specialty manufacturing Industrial services — Specialized services supporting industrial operations Business services — Commercial and professional services Healthcare services — Healthcare business services and related sectors

Notable Portfolio Companies

Rockwood Equity Partners has built a diversified portfolio across multiple industries: Company Sector Notes Keller Studio Manufacturing Specialty manufacturing company ProFab Manufacturing Contract manufacturing services North Shore Lab Healthcare Laboratory services American Interiors Manufacturing Interior components manufacturing Metalcrafters Manufacturing Custom metal fabrication Sterling Engineering Services Engineering services Rockwood has completed numerous successful investments across multiple sectors, demonstrating their flexibility and expertise in the lower middle market.

What Rockwood Looks For

Based on their investment patterns, Rockwood Equity Partners evaluates opportunities based on: Market position — Companies with defensible competitive positions in niche markets Management teams — Experienced operators with technical expertise and growth orientation Proven financials — Companies with demonstrated profitability and cash flow generation Growth potential — Clear pathways to growth through end market expansion and operational improvements Customer relationships — Strong, long-term customer relationships }> Pro Tip Rockwood takes a partnership approach with management teams. They value companies with strong management in place and look for opportunities to add value beyond capital. Be prepared to discuss your growth plans and how you see Rockwood as a partner in your business.

How to Connect With Rockwood

Approaching Rockwood Equity Partners requires demonstrating your business excellence: 1 Demonstrate Market Leadership Highlight your position as a market leader or emerging leader in your niche. Rockwood values companies with strong competitive positions. 2 Showcase Financial Performance Demonstrate proven profitability and cash flow generation. Be prepared to provide detailed financial statements and growth trajectory. 3 Present Growth Opportunities Be ready to discuss your growth plans, market opportunities, and how Rockwood can add value beyond capital. 4 Build Relationships Rockwood values partnerships. Consider building relationships through industry events or mutual connections before approaching them formally.

The Value of Financial Preparedness

PE firms like Rockwood expect detailed financial information: Financial Metrics • Revenue and EBITDA history • Gross margin trends • Cash flow generation • Working capital requirements Operational Data • Customer concentration • Revenue by product/service line • Competitive landscape • Key personnel }> How Eagle Rock Helps We help companies prepare for PE investment by building detailed financial models, operational dashboards, and growth projections. Our fractional CFO services ensure your company is ready for due diligence from firms like Rockwood.

Frequently Asked Questions