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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.

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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