Overview
 
Investment Criteria
Value Added Approach
Investment Criteria
Fenway Partners employs a disciplined investment approach that invests in fundamentally sound companies participating in niche markets. We have an active focus in the consumer and transporation/logistics sectors. We make control investments in profitable businesses with $100M to $600M in enterprise value and $15M to $75M in EBITDA. Our equity investments generally range from $50M to $75M and our expected investment horizon is four to six years.

We seek to make investments in companies that:

  • Participate in niche markets with favorable growth trends, low cyclicality, and rational competitor behavior

 

  • Have strong franchises and a differentiated product, level of service or competitive advantage

 

  • Generate predictable free cash flow, supported by healthy margins and manageable working capital and capital expenditure requirements