Investment Types:
Aeterna is not bound by a rigid fund structure. We are able to invest across the balance sheet with flexibility in our investment structure. Capable of investing as majority equity, preferred minority, or mezzanine debt.
Situations of Interest:
Recapitalization of family owned/founder owned businesses.
Facilitation of transition plans where interests are aligned with senior management.
Special situations where a more novel and structured solution is required.
Acquisition financing.
Investment Sizes:
$2-10MM with the potential to invest over $10MM with co-invest network.
Criteria:
$2MM - $7MM EBITDA and/or asset backing.
Motivated and incentivized management team.
Aligned interest with co-owners.
Sustainable competitive advantage.
Favorable industry/market dynamics.
Focus Industries:
We are opportunistic/generalists but have a particular interest in industrial and business services.