Investment Criteria

Palmetto Capital focuses on making lower middle market private equity investments in partnership with management teams. We have a broad industry focus and are flexible with respect to the type of structure and transaction we can execute. While we are generally the majority investor in our portfolio companies, we will consider growth equity investments or minority equity positions when co-investing with like-minded partners.

Industry FocusManufacturing, Value-Added Distribution, Business and Consumer Products and Services
EBITDA$1.0 to $5.0 million in EBITDA
Revenue$5 to $75 million in sales
Transaction Size$3 to $30 million in enterprise value
GeographySoutheastern U.S.
Transaction TypesManagement Buyouts
Recapitalizations
Ownership transition for family-owned companies
Corporate Divestitures
Growth Capital