Castanea Partners has a rich history of successfully building, growing and managing small to middle market companies in branded consumer products and services industry sectors. We seek to leverage our deep operating, private equity and consulting experiences to work closely with management teams to identify value opportunities and realize untapped growth.
Partnership with Management
We partner closely with selling founders and management teams to identify and execute significant value-creating strategies. We've walked in management shoes and understand their perspective, concerns and priorities in the context of consummating a transaction as well as operating a business. We view every founder, management team and entrepreneur with whom we work with as a partner. We structure our team and investment approach to allow for active engagement with each company.
Our collective hands-on operating and private equity experience enables us to create value through our unique management expertise and commitment to growth strategies. We have successfully trained sales teams, launched brands, managed operations during challenging times, and built system infrastructures. We conservatively design capital structures to balance the needs for financial returns and operational flexibility. As a result, we seek opportunities where we can leverage our experience to provide performance enhancements and identify hidden growth potential in companies.
Small to Middle Market Companies
We typically target companies with enterprise values up to $250 million. The ideal company has the potential for significant value creation through growth, operational improvement, or strategic acquisition. We target companies that are, or have the potential to be, proven revenue generators, have high barriers to entry, and strong management teams. We invest in traditional management buyouts, sales of private companies, growth and acquisition equity, and operationally challenged situations.
$15M-$150M Investment Size
Our target investment size is between $15M and $150M; although we have flexibility to call upon additional resources to pursue larger opportunities. We generally prefer a controlling interest, however we will consider majority as well as minority investments, and have successfully partnered with other private equity investors. /p>