Our Business
Investment Guidelines
OFS Capital Management, through OFS Capital Corporation, seeks investments in U.S.-based businesses that meet its Investment Guidelines.

Typical characteristics include:

Investment Guidelines

Revenue:

 

$10 - $200 million

EBITDA:

 

$3 - $30 million

Investment Size:

 

 

$5 - $20 million per transaction (additional capital available through co-investment partners with which we have long-standing relationships)

 

Transaction Types:

 

 

 

 

 

  • Recapitalizations & Refinancings
  • Management & Leveraged Buyouts
  • Acquisition Financings
  • Shareholder Liquidity Events
  • Growth Capital Investments
  • Minority Investments
  • Independent Sponsor Transactions
  • ESOPs

 

Industry Focus:

 

 

Generalist, but with certain industry experience and expertise in sectors in which the firm has made prior investments.  OFS does not invest in operational turnarounds or start-up businesses.

 

Company Attributes:

 

 

 

  • Proven management team
  • Demonstrated track record of historical financial performance and strong free cash flow dynamics
  • Industry leader, with sustainable competitive advantages
  • Attractive industry dynamics with strong fundamentals
  • Growth opportunities available