Investment Strategy

Culbro seeks to make equity investments of $5 to $50 million in middle market companies across a variety of sectors.

We look for the following:

  • Strong and credible management teams. Culbro values alignment of interest with management and almost always looks for management to maintain some ownership in the business.
  • Loyal customer relationships.  Businesses with a recurring revenue model and/or repeatable consumer behavior are highly attractive.
  • Sustainable competitive advantages / strong market positions.
  • Revenue of $10-100 million, EBITDA of $1 -10 million.
  • Industries of particular interest:
    • Branded Consumer selling a premium or niche product.

    • Healthcare Services.

    • Education Products and Services.

    • Other outsourced services including IT.

Culbro has a significant private equity effort in India and has an interest in companies with a US/India connection (see Helix-Investments.com for more information).

Investment Strategy
PORTFOLIO COMPANIES