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.

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 8th largest economy in the world and the second most populous state in the US.  Texas led the nation in  job growth through November 2023. 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.