Overview
 
Investment Criteria
Value Added Approach
Investment Criteria

Fenway Partners seeks to invest capital where it can also leverage its experience and relationships to support a company's strategy. The types of transactions Fenway Partners has completed include control purchases to solve estate or generational-planning objectives; buy-outs of minority partners; expansion capital to build a business; control purchases of non-core corporate divestitures.

Fenway Partners employs a disciplined investment approach that seeks to invest in fundamentally sound companies participating in niche markets. We make control investments in businesses with $100M to $600M in enterprise value and $15M to $75M in EBITDA. Our equity investments generally range from $50M to $75M and our expected investment horizon is at least five years.

We seek to make investments in companies that:
 

  • Participate in niche markets with favorable growth trends, low cyclicality, and rational competitor behavior

 

  • Have strong franchises and a differentiated product, level of service or competitive advantage

 

  • Generate predictable free cash flow, supported by healthy margins and manageable working capital and capital expenditure requirements