Investment Criteria

Aperion seeks to invest in a select group of companies where we can add value by contributing our expertise and capital in a true partnership with management. To identify investments that meet our requirements, we engage in a thorough process of carefully evaluating all potential investment opportunities.

• Operating income between $3 million and $20 million

• Talented management team that wishes to become or remain a meaningful owner

• Businesses in economically attractive industries with strong fundamentals

• Proven historical performance and stable or growing free cash flow

• Clear market leaders who demonstrate a sustainable competitive advantage

• Scalable business models that benefit from operating leverage

• Headquartered in the United States or Canada

The principals of Aperion have had significant experience with investments structured in a variety of formats, including:

• Leveraged and Management Buyouts

• Growth Capital Investments

• Recapitalizations

• Family Transitions

• Majority or Minority Investments

• Public or Private Companies