As long-time investors in the middle market, the professionals at Saratoga appreciate that opportunities can come in many forms.  We typically make $5 million to $20 million investments in:
  • Leveraged & Management Buyouts
  • Recapitalizations
  • Debt Refinancings
  • Growth Financings
  • Acquisition Financings
  • Transitional Financings

Investment Structure
Our funding sources provide us flexibility to structure each investment.  We look to finance businesses across the capital structure, including senior secured debt, subordinated debt and equity.  It is our goal to provide constructive feedback as soon as possible when presented with an opportunity.

Our typical investment possesses many of the following attributes:

Financial Parameters

  • Revenues of $8 million to $150 million and EBITDA of $2 million or greater
  • Strong margins and free cash flow
  • Recurring revenues and stable historical performance
  • Modest capital expenditure and working capital requirements

Qualitative Parameters

  • Leading market position or niche with sustainable competitive advantages
  • Exceptional management team with a meaningful stake in the business 
  • Growth prospects in healthy end markets
  • Ability to withstand business cycles

Industries

We have a long history of making investments in across a broad array of industries:

Aerospace
Automotive Aftermarket & Services
Building Products & Services
Business Services
Commercial Products & Services
Consumer Products & Services
Education
Electronics
Energy & Infrastructure
Environmental & Industrial Services
Financial Services
Food & Beverage
Healthcare Services

Information Technology & Services
Logistics & Distribution
Manufacturing
Media & Publishing
Metals & Materials
Pharmaceuticals, Biotechnology & Life Sciences Restaurants & Food Services
Retail
Specialty Chemical
Software
Technology & Software
Telecommunication Services

 

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