Investment Criteria

Targeted Investments for Focused Strategies

$10M+
Revenue
$2M+
EBITDA
$5-30M
Investment Range

Where We Invest


Aldine invests in companies experiencing an ownership change, seeking acquisitions, or demonstrating strong growth. We seek to invest in companies with a history of at least three years of successful operation. The firm will primarily purchase fixed-rate subordinated notes and seek equity or upside appreciation in each transaction.

Our Focus


Aldine focuses on the lower end of the middle market making investments in privately held, entrepreneurial companies. The Principals of Aldine have over 100 years of combined experience providing capital to companies that meet these criteria. While being industry generalists, we won't consider real estate, banking/lending or turnarounds.

Transactions


Buyouts; acquisitions financings; shareholder liquidity events; recapitalizations; and growth financings

Structure


Subordinated debt with current yield and equity participation; both minority and majority ownership positions

Involvement


Serve as board members and advisors rather than day-to-day managers and operators

Characteristics


  • Experienced management team
  • Consistent history of solid cash flow
  • Niche in its industry
  • History of strong customer relationships
  • Defensible market position
  • Identifiable exit strategy