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More interested in proven management, brand leadership and financial track record than projections, McCarthy Group applies its proven investment process to select the best partners from the starts.
| People |
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Management teams who share our values and business practices. |
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Management teams who have the proven ability to manage growth. |
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Management teams willing to make significant, personal investments in partnership with us. |
Company Characteristics
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Companies with significant growth opportunities – either through participation in growing markets, market share expansion, industry consolidation or innovative business strategies. |
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Companies with diversified customer bases and product/service offerings. |
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Companies with revenues of more than $20 million per year. |
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Companies with 3-year operating profits of more than $3 million annually. |
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Companies which can consistently earn unleveraged pretax operating returns on equity of 15 % or greater while sustaining revenue growth of not less than 10% annually. |
Products/Services
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Products and/or services that are branded and proprietary. |
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Products and/or services that generate free cash flow for reinvestment. |
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Products and/or services that have leading market positions. |
Markets
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Markets that are growing substantially faster than inflation. |
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Markets that are highly fragmented with an opportunity for consolidation. |
Investment Preferences
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Equity investments of $10 million or more. |
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Majority or minority positions where management has material capital at risk. |
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Tax efficient flow-through entities. |
Co-investors
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Experienced investors who share our investment principles and practices. |
Exit Strategy
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Management and investment partners seeking to jointly realize value when we have achieved our investment objectives. |
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