Investment Criteria

Lakewood is a multi-stage investment firm with a broad aperture for private equity investments in US-based businesses that operate in the industrial, technology and financial services and business sectors. We place a particular emphasis on privately-owned, family-owned, carveouts, buy-and-build and Special Situation opportunities. We view Special Situation investment opportunities as underperforming companies and/or companies with troubled capital structures where we can contribute capital and credentials consistent with our prior experiences.

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 acting as lead investors with Board participation or passive co-investors alongside trusted co-investment partners.

Lakewood’s investments are in companies that include a talented, proven and principled management team 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.