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



$10 - $200 million



$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