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Strategy

Invision Capital’s flexible capital strategy seeks to tailor investments that align with the evolving capital needs of a business throughout its life cycle. We have the ability to structure investments as senior debt, mezzanine debt, equity, or preferred equity, while also providing follow-on capital as a company’s needs change over time.

 

By growing alongside our partner companies, we believe we can eliminate management’s need to transition between capital providers as their financing requirements evolve.

 

We further support our management teams through financial and data analytics capabilities that are often unavailable to middle market companies, which we view as a meaningful competitive advantage.

 

We seek to combine flexible capital and strategic support in a manner that positions us to help management teams create long-term value and build stronger, more sustainable businesses.

​Investment Criteria

Invision Capital seeks to partner with U.S.-based lower middle market companies that have significant long-term growth potential, whether achieved through organic initiatives, strategic acquisitions, or a combination of both. We typically invest in companies with the following characteristics:

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  • 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 provides lower middle market companies with flexible capital, typically investing between $2 million and $50 million in each portfolio platform. Invision also has the ability to pursue larger transactions through limited partner co-investments. Representative transaction types include:

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  • 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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