Investment Criteria



Transaction Size and Scope

Blue Point seeks to invest equity capital in niche dominant, lower middle-market companies in the manufacturing, business services and value-added distribution sectors with the following characteristics:

  • $20 million to $200 million in revenue
  • EBITDA greater than $5 million
  • Leaders in the markets served

Additionally, Blue Point is actively seeking add-on acquisitions for our current portfolio (where the above financial metrics may not be relevant).



Investment Situations

Blue Point focuses on opportunities to make investments in situations that arise from:

  • Recapitalizations of closely held or family-owned companies that provide liquidity to the sellers while allowing for continuing ownership
  • Management-led buyouts of private companies
  • Companies that need significant capital to fund internal growth or grow through completing add-on acquisitions

Our team comprises experienced and practical professionals. We understand and appreciate the importance to business owners of undertaking a transaction process that is transparent, efficient and timely, and conducted with the highest levels of integrity. In the context of the responsibility we bear for the capital that we and our investors commit, we undertake our due diligence efforts on any investment opportunity with highly focused purpose and in the anticipation that the proposed transaction will be completed within the timeframe and on terms consistent with the intent of all parties.