Investment Philosophy
Our investment philosophy is to bring significant experience in providing value-added, innovative solutions to superior management teams operating growth companies in the North American and European middle market. By providing creative financing solutions to accommodate growth, recapitalization or buyout objectives, the firm seeks to deliver third party investment capital to meet the needs of all shareholders.
Our investment approach will be based upon a collaborative relationship with management that has been at the foundation of our 25-year successful private equity and investment banking track record. Motivated and talented management teams are critical to the long term success of private equity transactions and we partner with management to maximize the strategic and financial value of their company.
Acting as advisors to, and partners with, management, our extensive experience has given us a solid understanding of the critical needs of management in achieving operational, strategic, and financial goals. Our experience, strong business relationships, and credibility in the financial community will help to guide management to achieve superior investment returns.
Investment Criteria
Kerry Capital Advisors seeks to partner with superior management teams operating profitable business with attractive, sustainable growth opportunities. Market sectors of interest include manufacturing, consumer products, business services, healthcare, logistics and distribution, energy, media and publishing, technology and software. We seek to invest $5 to $50 million per transaction.
The types of transactions we seek are leveraged buyouts, recapitalizations, and growth financings. In leverage buyout transactions we will work with management to purchase control of a company in conjunction with third party capital. In a recapitalization transaction we will provide partial liquidity to non-management shareholders but allow for continued operational control and a meaningful equity position in the business. In a growth financing, we can provide capital for companies to more rapidly expand through growth initiatives or acquisitions as well as assist companies in achieving attractive debt financing.