What we do: We invest in privately owned companies with a minimum of $3MN of annual EBITDA. We provide exit strategies for family or founder owned businesses and support management through succession and the next phase of growth.
Investment Criteria: Our investment criteria is based on sound business models with positive cash flow and opportunity to grow within a specific industry sector. On a selective basis we will invest in stressed or under-performing businesses. We look for investments in closely held private or family businesses or management led buy-outs.
Sectors of interest: Business services, consumer experience and service, multi-location service.
Valuation: CTA Financial will review business value and provide indications of interest in a timely fashion so owner’s can make informed decisions.
Our Financing Sources: We work with equity funds, limited partners and select lenders on a case by case basis.
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