Providing flexible capital to facilitate buyouts,
recapitalizations and growth investments in
lower middle market companies.
Invision Capital, is a middle market private equity firm providing “Flexible Capital” to facilitate buyouts, recapitalizations and growth investments in manufacturing, distribution and service companies. Invision Capital seeks to invest between $2 million and $50 million per investment. Targeted companies generally have less than $300 million in revenue and under $30 million in EBITDA.
Invision Capital’s “Flexible Capital” strategy allows us to invest across a broad spectrum of capital needs depending on where a business is in its life cycle. Invision Capital can structure its capital as senior debt, mezzanine debt or equity. Invision Capital can provide varying types of follow-on capital to meet the changing needs of the business. Our strategy allows us to grow with our partner companies even as their capital needs change, eliminating management’s need to change from one capital provider to another.
The Invision Capital team brings over 80 years of private equity investing and operating experience. Our blend of experience makes us a better partner as the firm’s principals have held both finance and operating positions and as such understand the challenges associated with running a business. We seek to offer a value to our management partners in the form of providing sophisticated analytical support, a resource typically not resident in middle market organizations.
About Invision Capital
INVESTMENT STRATEGY
Invision Capital’s strategy is to provide lower middle market companies with both flexible capital and strategic support in order to achieve the greatest growth potential. The Principals of Invision have successfully partnered with management in over 30 lower middle market companies.
Investment Criteria
Invision Capital seeks to partner with U.S. based lower middle market companies with significant long-term growth potential, which can be achieved organically and/or through add-on acquisition. Invision Capital typically invests in companies with the following characteristics:
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Revenue generally under $300 million
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EBITDA generally under $30 million
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Transaction values between $25 and $100 million
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Reasonable valuations
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Manufacturing, distribution or service industry
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Experienced and talented management team
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Cash flow positive businesses
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Significant growth potential
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Potential to realize valuation multiple expansion upon exit
Types of Transactions
Invision Capital’s strategy is to provide lower middle market companies with flexible capital and typically invests between $2 million and $15 million in each portfolio platform. Invision also has the ability to complete transactions of larger sizes through limit partner co-investments. The following are representative types of transactions:
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Management buyouts
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Recapitalizations
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Control or non-control transactions
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Acquisitions
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Growth capital investments supporting acquisition strategies or expansion plans
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Divestitures from larger institutions
OUR INVESTMENT TEAM
Robert Castillo
Managing Director
Thomas Harrison
Principal
Andrew Munger
Associate
Matthew Steffen
Principal
Paul Johnstone
Vice President
Brett Beede
Operations Finance Associate
Dustin Stitgen
Principal
Isaac Maddox
Associate
Chrislyn Castillo
Business Development Associate
Dino Swan
Analyst
CONTACT
INVISION CAPITAL
OUR ADDRESS
For any additional information, please contact Invision's Chicago office:
