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 $3 million.

We seek to the be the first institutional capital in the company and have a long history of helping companies transition to the next phase of growth. We have an extensive playbook on how to work with our partners to execute this strategy in a disciplined and thoughtful way. Our management teams are critical to success we operate in a transparent, direct fashion to minimize friction.

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 or arbitrary time frame. This approach creates better alignment with all stakeholders and there is no exit driven by external fund dynamics.

Our approach is to be a value-add investor and support our portfolio companies with experience, wisdom and resources. We do not sit in our offices and dictate how to run a business. We are good listeners, collaborative and responsive in everything we do. Business is dynamic and sometimes decisions do not unfold as planned. Our philosophy is good news travels fast and bad news travels faster. We find this approach brings everybody together quickly and provides the greatest chance for success in the long run. We are not driven by short term pressures but rather seek to be good long-term stewards of capital.

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:

Consumer and Hospitality

Outdoor, active & enthusiast sectors
Restaurants
Health and wellness
Specialty retail
Branded and private label

Commercial and Industrial

Niche manufacturing
Distribution
Industrial products

Business
Services

Environmental, industrial and waste
Facilities and maintenance
Information, inspection & compliance
Transportation and logistics

Deep Texas roots.
Broad investment experience.

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. Of our platform investments, 80% have been headquartered in Texas. On a standalone basis, Texas is the 8th largest economy in the world and the second largest state economy in the US. Texas consistently ranks as a top state for job growth and has a well diversified economy across the state. There are over 400,000 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.

When it comes to private equity, you deserve a partner who understands your goals. TEAM Partners brings flexible capital and experienced support to help you turn the success you’ve built into the next chapter you want.

Menu Links