Investment Focus – Platte River

Strategic Investors in Three Target Sectors

Platte River focuses on investing in industry sectors where its principals bring unique experience, relationships and insights.

Investment Criteria

Transaction Structures

Post-Investment Involvement

Investment Criteria

Well established businesses in Platte River’s target sectors
Owners and managers who seek a value-added partner
Annual revenue of between $20 million – $250 million
EBITDA up to $30 million for new platform acquisitions
Add-on acquisitions of any size
Scalable business models with protected market positions and strong customer relationships

Transaction Structures

Control investments in management buyouts and recapitalizations
Equity investments between $25 million – $100 million
Partnerships with families and entrepreneurs in the first institutional capital raise
Selective minority equity investments in companies in need of growth capital
Corporate carve-outs
Prudent use of leverage to facilitate navigation through business cycles and to enable operating and capital investments that drive growth

Post-Investment Involvement

Building a strong foundation
- Attracting and retaining top talent
- Establishing long term strategic goals and key performance indicators
- Implementing / upgrading information technology
Investing in future growth opportunities
- Launching new products & services and investing in sales & marketing
- Investing in capital expansion projects
- Evaluating, executing and integrating complementary add-on acquisitions
Leveraging the networks of Platte River’s principals

Strong Partnerships

Aligned Interests

Modest Leverage

Strong Partnerships

We build long-term relationships with entrepreneurs and family owners.

Aligned Interests

Platte River’s principals have worked together for more than a decade and remain the largest collective investor across its funds.

Modest Leverage

We capitalize companies prudently to enable us to invest in and drive portfolio company growth.