Investment Criteria

Bay Grove seeks $5 million to $100 million equity investments in U.S.-based companies between $20 million and $500 million in aggregate size.

The Firm targets businesses that are cash flow positive; are growing or have a viable path to growth; have high returns on capital; and, most importantly, have strong management teams.

Bay Grove does not invest in venture capital opportunities including high tech or life sciences.

Investment Structure

The Firm is flexible in the way it invests and considers buyouts, growth equity, recapitalizations, structured investments and co-investments with other private equity firms. Bay Grove understands entrepreneurship and is dedicated to finding the structure that is most appropriate for each portfolio company and seller.

Sectors of Interest and Areas of Expertise

• cold storage/distribution/logistics
• business services
• consumer/retail
• energy/power
• dental and health care services
• banking
• media/entertainment manufacturing

The Firm actively considers special situations and works with operating partners to invest in a number of other industries and unique businesses.