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INVESTMENT CRITERIA

We seek to invest in performing businesses with the potential to accelerate growth through partnership.

  • Consumer-focused products or services
  • Significant influence or control positions
  • Initial equity investments of $25 – $75 million for growth and recapitalizations

WHAT WE LOOK FOR

Strong Core

Strong
Core

Businesses with favorable category dynamics, established communities, and authentic heritages that have scaled through distinctive products, services or brand propositions, a focus on margins, and good customer service.

High-Quality Management

High-Quality Management

Highly capable, ethical leadership teams that appreciate coaching, are open and transparent in their interactions, and strive for continuous improvement

Diverse Options for Growth

Diverse Options for Growth

Top-line and bottom-line opportunities via market share growth, margin expansion, new innovation initiatives, and attractive capital investment projects

Aligning Capital Structures

Aligning Capital Structures

Economic and governance terms structured to match long-term value creation plans & management objectives

Network Multipliers

Network Multipliers

Potential to benefit differentially from Newcastle’s toolkit and resources available in our team and extended Network