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Approach

Criteria

EBITDA

$500k to $5m

SECTORS

Specialty Services, Manufacturing & Value-Added Distribution

LOCATION

Nationwide

Bel Air Growth Partners | Middle Market Private Equity Approach

Narrative

Our resources, growth orientation, and extensive experience through various economic periods set us apart.

 

We are long-term investors operating without the constraints and short term mentality that drive decision making at many private equity funds.

We uphold Midwestern values. We are responsive, accessible, know your market and speak your language.

Bel Air’s people have a material investment in every transaction to ensure alignment of economic interests. We believe in this market, and put our money where our mouth is.

We are students of business and organizational behavior and we recognize the importance of culture and the people that run companies.

We primarily analyze a businesses' market segment position in relation to a particular sector. Attractive characteristics include:

  • ​Identifiable growth opportunities.

  • Vigorous margins.

  • Engineering component.

  • Consultative go-to-market selling process.

  • Regulatory dimension.

  • ​Fast growing companies looking to the next phase of expansion.

  • Managers looking to acquire the business they operate.

  • Retiring owners.

Bel Air Growth Partners | Middle Market Private Equity Approach

Transaction Types

We are experts at ownership transitions.

​Private Company Sale (a buyout)

When owners desire to sell and retire from their company, we act as the buyer. We partner with incumbent management or recruit new management if there’s no succession team in place.

Private Company Recapitalization

Owners who desire to:​

  • Diversify their estate with significant cash liquidity (typically 70% - 90% of company value)

  • Retain ongoing ownership (typically 10% - 45%)

  • Retain operating control of their business

  • Gain outside resources for growth

 

We help you achieve these objectives through a recapitalization. Such transactions enable owners to shed bank guarantees and facilitate ownership for managers.

 

Family Succession

We provide capital and advice, partnering with family members who seek to buyout ownership positions held by active or inactive shareholders.

 

Divestiture

We buy business segments (with or without management) that no longer fit within an existing organizations’ operations.

Acquisition of Competitor

We have the financial resources and expertise to make the acquisition of a competitor a reality.

Growth Financing

In select situations, we facilitate expansion financing for companies experiencing rapid growth.

Bel Air Growth Partners | Middle Market Private Equity Approach

Investment Process

Bel Air Growth Partners | Middle Market Private Equity Approach | Investment Process

Addressing the needs of all constituents in a transaction is a primary objective. We understand the fragile, tedious and emotion involved with a business transition.

The Investment Period

We operate principally from a board of directors’ level at companies in which we invest.

 

Collaboration

We collaborate to ensure support for the strategic initiatives of management who run day-to-day operations.​

 

The Sale

Market trends, financial performance and situational dynamics affect the duration of an investment. Generally, Bel Air Growth Partners pursues a lasting approach.

Bel Air Growth Partners | Middle Market Private Equity Approach
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