Jefferson Capital evaluates investment candidates based on the following criteria:
- Established, market-driven business.
Companies in medium to high-growth industries that are primarily driven by market factors rather than technology.
- Experienced, proven management.
A superior record of performance and appropriate operating experiences, with a meaningful ownership interest.
- Well Run Companies.
Effective financial and operational controls and management information systems.
- Attractive industry characteristics, with established market niches.
Companies having strong product lines in solid industries, and possessing clear competitive advantages.
- Minimum revenue approaching $10 million, generating $1.5 million EBITDA.
Steady revenues, preferably with a three-year history of generating positive cash flow.
- A sound business plan
A well-constructed plan, with long-term business and financial objectives. The business plan should include a description and history of the business, historical and projected financial statements, analysis of the industry and its competition, management experience and backgrounds, source and use of funds, and ownership structure.