Investment Strategy

TEAM Partners focuses on successful lower middle-market companies with attractive growth characteristics. These businesses typically generate up to $100 million of revenue and have a minimum EBITDA of $1 million.

We are patient investors seeking long-term capital appreciation. Our investment time horizon is to exit at the optimal point for the company and the management team. We do not have an institutionally mandated time frame to exit our investments within a prescribed time frame.

Key criteria considered when deploying capital:

  • Management team with integrity and a history of success
  • Proven business model with a strong value proposition
  • Multiple avenues for growth
  • Favorable industry dynamics
  • Consistent financial performance
  • Opportunities for TEAM to add value

Primary industry focus and sub-verticals include:

Commercial and Industrial

  • Niche manufacturing
  • Distribution (wholesale, retail and master distributors)
  • Building products
  • Industrial products and services
  • MRO (maintenance, repair and operations) products
  • Manufacturing components
  • Process and measurement controls
  • Material handling
  • General industrial

Consumer Products and Retail

  • Branded and private label
  • Food and beverage
  • Foodservice
  • Foodservice equipment
  • Distribution
  • Household and personal care products
  • Specialty retail
  • Textile and apparel
  • Restaurants
  • Nutritional products

Business Services

  • Business process outsourcing
  • Education and training
  • Environmental services
  • Information services
  • Transaction processing
  • Waste services
  • Transportation and logistics
  • Franchising services
  • Facilities and maintenance services
  • Inspection and compliance services
  • Professional services
  • Direct marketing services

 

While we will look at investment opportunities throughout the U.S., TEAM has a strong preference for Texas-based companies due to the attractive business environment, low taxes, favorable demographic trends, job growth and significant number of lower middle market businesses based here. On a standalone basis, Texas is the 11th largest economy in the world and the second most populous state in the US.  Texas led the nation in 2010 job growth and its population grew over 20% from 2000-2010, which was twice the national average. There are over 375,000 small employers in Texas (defined as companies with less than 500 employees).  Our local presence and relationships are vitally important to sourcing investment opportunities and working with business owners and management teams.

We generally do not engage in opportunities that are start-up in nature, are turnaround situations, operate in highly regulated environments, face technology risk or have significant commodity exposure.