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Strategy

Invision Capital’s “Flexible Capital” strategy allows us to tailor investments to align with the capital needs of a business throughout its life cycle. Invision can structure capital as senior debt, mezzanine debt, equity or preferred equity, and provide varying types of follow-on capital to meet the evolving needs of a business. By growing alongside our partner companies, even as their capital needs change, we eliminate management’s need to switch from one capital provider to another. We seek to offer a value to our management partners by providing sophisticated analytical support, a resource not typically available to middle market companies, thus creating a unique competitive advantage. We believe that our approach allows us to deliver superior value and growth to stakeholders at all levels of the business.

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​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: 

  • Revenue generally under $300 million

  • EBITDA generally under $30 million

  • Transaction values between $25 and $100 million

  • Manufacturing, distribution or service industry

  • Experienced and talented management team

  • Cash flow positive businesses

  • Significant growth potential

  • 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 $50 million in each portfolio platform. Invision also has the ability to complete transactions of larger sizes through limited partner co-investments. The following are representative types of transactions:

  • Management buyouts

  • Recapitalizations

  • Control or non-control transactions

  • Acquisitions

  • Growth capital investments supporting acquisition strategies or expansion plans

  • Divestitures from larger institutions

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