Investment Criteria
Lakewood is a private investment firm with a broad aperture for private equity investments in US-based businesses that operate in the Industrial and Business Services sectors. We place a particular emphasis on privately-owned, family-owned and Special Situation opportunities with a buy-and-build orientation. We view Special Situation investment opportunities as underperforming companies and/or companies with troubled capital structures where we can contribute capital and our operating credentials.
Our target equity investment size ranges from $5 to $50 million with an ability to complete much larger investments with our co-investment partners. We are comfortable with minority or control investments and Board participation alongside trusted co-investment partners.
Lakewood’s investments are in companies that include talented, proven, and principled management that is receptive to an active partnership with Lakewood. Motivated shareholders, entrepreneurs and intermediaries representing companies that meet this criteria are encouraged to contact us directly.