Legal Disclaimer

Legal Disclaimer Title

Legal disclaimer content will go here.

Approach

Flexible | Strategic | Different

Approach Investment Criteria Target Sectors Principles

We focus on investments in lower middle-market consumer, business services and healthcare services companies and have the flexibility to provide both equity and debt in control and non-control situations to finance buyouts, recapitalizations, acquisitions and growth.  We draw on our extensive operating and domain expertise, as well as a network of industry experts, to support the strategic goals of our partner companies

  • FLEXIBLE CAPITAL

    Tailor equity and debt investments to meet owners’ unique liquidity and growth objectives

  • VALUE-ADDED PARTNER

    Provide more than capital – deliver expertise and resources targeted at a company’s areas of need

  • ALIGNMENT OF INTERESTS

    Win together – ensure alignment of incentives between SBJ and our partner companies

  • PRUDENT STRUCTURES

    Avoid excessive leverage – employ capital structures that enhance a business’ ability to grow and weather a downturn

SBJ typically invests in lower middle-market consumer, business services and healthcare services companies with the following characteristics:

  • COMPANY SIZE

    Revenue

    Up to $100 million

    EBITDA

    $1 - $10 million

  • INVESTMENT SIZE

    $8 - $35
    million

  • INVESTMENT STRUCTURE

    Control Equity

     

    Mezzanine Debt

     

    Equity Co-Invest

     

    Structured Equity/Debt

  • TRANSACTION

    Buyout

    Recapitalization

    Owner Liquidity

    Acquisition/Growth

SBJ focuses on the consumer, business services and healthcare services sectors where we have extensive domain expertise as well as a network of industry experts. Please select a sector icon below to see some of our areas of focus within each sector:

Automotive

Consumer Products

Direct to Consumer

Food & Beverage

Foodservice

Household

Outdoor & Leisure

Personal Care

Restaurants

Distribution/Fulfillment

Education

Facility Support

Industrial Services

Marketing Services

Outsourcing

Payment Services

Security

Staffing/Consulting

Behavioral Health

Dental Practice Management

Outsourced Clinical Services

Revenue Cycle Management

Site-Based Healthcare Services

Specialty Pharmacy

Staffing

Urgent Care

Veterinary

We operate with uncompromising integrity in serving as a value-added investment partner to entrepreneurs, owners and management teams of lower middle-market companies

  • INTEGRITY

    Treat others as we want to be treated — thoughtful, humble and transparent with our partner companies

  • BALANCE ART WITH SCIENCE

    Employ a balanced approach to making decisions, weighing objective data and intuition

  • INVEST IN PEOPLE

    We invest in quality businesses, but equally important is the quality of the people with whom we partner

  • INTELLECTUAL CURIOSITY

    We care deeply about our partner companies and seek to understand their business model in detail