Moelis Capital Partners ("MCP") focuses on middle market buyout and growth equity investments in which we typically commit between $20 and $60 million to each investment. In exceptional situations we have the ability to invest over $60 million per transaction. We prefer to lead or co-lead each investment thereby allowing us to use our experience and resources as an active catalyst in value creation.
MCP targets investments in leading middle market companies with the following characteristics:
- EBITDA between $5 million and $30 million
- Strong organic growth within the company and sector
- Leading player in a growing market segment or within a defensible niche
- Attractive return on assets
- Potential for build-up opportunities in fragmented industries
- Emphasis on North America with the capability to invest globally
Although our priority is leveraged buyouts and growth equity investments, we are flexible regarding transaction type and capital structure. Our team also has significant experience investing alongside other investors such as family-owned businesses and fundless sponsors. Transaction types in which we have experience include:
- Leveraged buyouts
- Management buyouts
- Growth equity
- Acquisition capital
- Recapitalizations
- Structured equity
MCP follows a thematic approach to investing and we focus on industry sub-sectors in which we maintain extensive experience. This discipline allows us to evaluate opportunities more efficiently and to add value to portfolio companies.
- Healthcare Services - hospital-based physician services; payor outsourced administration functions; behavioral health; specialty diagnostics; outsourced benefit management; consumer directed services and treatments
- Business & Industrial Services - aerospace and defense; government services; asset-light logistics and transportation; tech-enabled outsourcing and services; environmental services; oil and gas services
- Consumer - beer, wine and spirits; non-alcoholic beverages; natural, organic and specialty foods; natural and functional personal care
We work efficiently with intermediaries to give their clients valuable insight, speed and certainty of closing. Benefits of working with MCP include:
- Efficient due diligence and rapid decision making
- Open communication and process transparency
- Highly flexible and creative structuring
- Streamlined investment approval process without extensive bureaucracy
- Longstanding relationships with experienced lenders and third party advisors