Investment Focus

Align’s founders bring decades of experience investing in and guiding small businesses through thoughtful growth strategies. Our targeted investment focus provides deal intermediaries and management teams with timely feedback and the highest degree of speed and certainty of close. Additionally, we are a proven growth partner for business owners and management teams due to our deep industry knowledge and investment experience.

Platform Investment Criteria

Headquartered in the U.S. or Canada

$3 – 10mm of EBITDA

Niche leadership, differentiated and defensible market position

Recurring demand products or services

Actionable organic growth prospects

Potential to accelerate growth via strategic acquisitions

30%+ gross | 15%+ EBITDA margins

Preferred Sectors

Align invests in specialty manufacturing, distribution and business services companies across a variety of end markets including, but not limited to:

Specialty Manufacturing

Aerospace & Defense Products

Commercial / Industrial Aftermarket Products

Filtration and Fluid Separation

Industrial Components

Infrastructure and Utility Products

Medical and Dental Products

Niche Building Products

Oil and Gas Products

Specialty Chemicals, Adhesives, and Packaging

Specialty Contract Manufacturing

Business Services

Certification and Training

Dental, Veterinary, and Vision Clinics

Environmental, Industrial, and Utility Services

Safety, Quality Assurance, and Risk Management Services

Tech-enabled Outsourced Services and SaaS Models

Transportation and Logistics

Value-Added Distribution

Industrial, Medical, and Safety Products

Specialty Food and Ingredients

Transaction Situations

Align Capital Partners makes control investments and has deep experience with the following transaction types:

Entrepreneur/Family-Owned Recapitalization or Ownership Transition

We understand that an owner’s business represents the most important financial, emotional, and professional investment she or he has ever made, and the decision to sell is one of the most important decisions an owner will make for his or her family. Align’s principals have decades of experience successfully working with founders and families to find the right transaction to achieve their personal goals. No two transactions are alike and we approach each transaction with the personal attention it deserves to ensure companies continue to thrive after an ownership transition.

Management Buyouts

We have a long track-record of successfully partnering with management teams to help them acquire and grow their business. We invest the time on the front end to understand management’s growth objectives and put the resources in place to achieve the objectives. We are entrepreneurs ourselves, having left a larger financial firm to pursue our passion for working with small businesses, and we love working alongside management teams who want to bet on themselves and passionately purse their goals.

Corporate Divestitures

We have completed complex divestitures from large and small companies when a division is deemed non-strategic or non-core. Align provides speed, certainty, and full value to corporate sellers, and growth resources and improved economic alignment to the ongoing management team.

Special or Complex Situations

We have decades of private equity experience and know how to move with unusual speed to provide buyers with the certainty of close needed for complex situations.

Institutionally-Owned Companies

We are an experienced and proven buyer, for private equity owners looking for a high degree of speed and certainty during an exit, as well as the management teams seeking a new partner to help achieve their growth goals.