Investment Strategy

Platte River Equity invests in North American-based middle market companies where our principals can provide meaningful value to portfolio company management teams. Platte River seeks equity investments between $10 million and $80 million in companies with revenue between $20 million and $250 million.

Investment Criteria

  • Businesses in Platte River’s target sectors which are benefiting from multi-decade growth trends
  • Owners and managers who seek a partner focused on long-term growth
  • Scalable business models with protected market positions and strong customer relationships
  • Leadership positions in niche markets with high barriers to entry

Transaction Structures

  • Control investments in management buyouts and recapitalizations
  • Selective minority equity investments in companies in need of growth capital, to fund add-on acquisitions or to bridge ownership transitions
  • Prudent use of leverage to facilitate navigation through business cycles and to enable operating and capital investments that drive growth

Post-Investment Involvement with Management

  • Investing additional capital to seed growth initiatives
  • Framing strategic direction
  • Evaluating, executing and integrating complementary add-on acquisitions
  • Attracting and retaining key talent
  • Assisting with operating performance improvements
  • Leveraging the networks of Platte River’s principals to enhance business opportunities