Investment Strategy Overview

Investment Strategy Overview

At Svoboda Capital Partners, private equity is our only line of business. We focus exclusively on investing in growth-oriented businesses in the lower middle market. Our goal is to combine our extensive experience with empowered and motivated management teams to support profitable growth through new products, new markets, additional services, add-on acquisitions and other strategic initiatives.

Business Characteristics

  • Leading, defensible market positions
  • Meaningful value proposition as evidenced by strong margins
  • Excellent customer relationships
  • Demonstrated track record of execution and revenue growth
  • Strong CEO leadership
  • High return on invested capital

Investment Criteria & Transaction Types

  • Strong alignment with management teams
  • Transaction value range: $25 million to $150 million
  • Targeted investment revenues: $10 million to $100 million
  • Targeted EBITDA range: $3 million to $15 million
  • Targeted EBITDA margins: 10% or higher
  • Investment size: $10 million to $25 million
  • Transaction type: leveraged buyout and majority recapitalizations

Industry Focus

At Svoboda Capital Partners we invest in what we know. Since our founding in 1998, Svoboda Capital Partners has focused its investment efforts in three key sectors: value-added distribution, business services, and consumer products and services.