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Investment Criteria
We are passionate about unleashing the potential of a select number of entrepreneurial management teams with a solid track record of growth in their niche business, but who dream of building much more substantial legacies of success in a global economy.

As a result, the core focus of Joshua Partners is to mentor and partner with management teams in cutting-edge value creation techniques, provide the necessary financial expertise, and then encourage aggressive, yet achievable growth targets.

Recognizing that growth can be most profitable either organically or via acquisition, a key component of coaching will be in mergers and acquisitions. In this way Joshua Partners, its portfolio companies, and all its stakeholders become true partners in success.

We generally look for profitable companies with strong management, a defensible and highly differentiated niche business model, and yearly cash earnings of $2 - $20 million. We will also look at compelling opportunities that are outside these parameters on a case-by-case basis: smaller companies that make compelling additions to our existing companies and larger enterprises that make compelling platform companies for long-term growth.

Together with management and motivated employees, we seek to build world-class franchises collaboratively that are leaders in their respective industries, while giving management the freedom they need to run the business on a day-to-day basis.
Our Investment Approach

We Target Select Lower Middle Market to Middle Market Companies

Investment Characteristics

  • Middle market companies: public and private businesses, subsidiaries or divisions of larger enterprises

  • Niche businesses (in or out of favor) with defensible market positions

  • Market leadership based on brand, operational expertise, distribution, etc.

  • Businesses with strong management teams

  • Established cash flows

  • A combination of internal and external growth opportunities

Value Creation

  • Incentivize management with equity ownership

  • Actively enhance management capabilities and resources

  • Access to vast network of world class strategic, operational, and financial resources

  • Increased revenues from minority procurement initiatives

  • Operational improvements

  • Prudent use of leverage

  • Follow-on acquisitions

  • Global expansion of portfolio companies

 
 
       
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