Operating Company

Berwind Private Equity’ acquires operating companies in which the family will maintain long–term ownership. Ideal targets would have recognizable market leadership advantages, be firmly established, and be at the higher end of the quality/price pyramid. 

Acquisition Criteria

• High market share in narrowly defined niche industry with a defensible market position

• Strong existing management willing to remain on board for at least three years

• Acquisition opportunity should not have one customer representing over 20% of revenue (including from governments)

• Low to medium need to re-invest in property, plant and equipment

• Strong biased towards purchasing companies with non-union work forces

• We look to purchase up to 100% of the company

• Biased towards businesses dominated by customers in the developed world

• Prefer manufacturers of non-commodity products

• Strong biased towards companies with corporate headquarters in the US, preferably the Northeast

• We prefer companies involved in markets that have and will continue to experience above average growth

• A business culture of strong values and ethics, customer focused, with fair treatment of employees