We provide advantages of both a strategic acquirer and a private equity firm

Investment Criteria

HBM seeks to acquire majority positions in product-centric companies with strong potential for growth through strategic planning and targeted capital investment, as well as margin improvement through operational support.

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Transaction Profile

  • Control position
  • Target company EBITDA: $5 – $25 million
  • Broader criteria for add-on acquisitions; all current portfolio companies are acquisitive

Operating Characteristics

  • Long-term growth potential driven by unique end-market fundamentals or specific, actionable opportunities identified by the company
  • Top three position in market with value between $500 million – $2 billion
  • Sustainable competitive advantage driven by a proprietary product or differentiated business model
  • North American headquarters

Target Industry Characteristics

When evaluating new platform opportunities, we target specialty manufacturers with a focus on the following:

  • Industrial equipment & components
  • Energy equipment
  • Transportation equipment (excluding automotive)
  • Chemicals & Minerals

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