Acquisition Criteria

Acquisition Criteria

PLATFORM

Revenue $50M to $300M or EBITDA $5M to $30M

BOLT-ON

Revenue $10M to $50M or EBITDA $2M to $10M

INVESTMENT CRITERIA

  • Management teams with proven track records of success
  • Proven business models in growing market segments
  • Cultures of Excellence, Engagement, Continuous Improvement and Innovation
  • Businesses that consistently achieve high operating profits and high return on invested capital

INDUSTRY FOCUS

  • Business to Business (B2B)
  • Non-Automotive
  • Industrial Engineering, Manufacturing, Distribution, or Service
  • Automation/Controls: Residential, Commercial, or Industrial
  • Renewable Energy (Solar, Wind, Water)
  • Accessibility or Wellness Products/Services for Aging Population
  • SWC bolt-on (Building automation integrators)
  • Koch Air bolt-on (HVAC distribution)

TRANSACTION TYPES

  • Majority equity positions preferred
  • Although we are opportunistic, we generally avoid early-stage investments and turnarounds

GEOGRAPHIC FOCUS

  • Midwest US Headquarters preferred

WHY KOCH ENTERPRISES

Koch Enterprises is a fifth generation, closely-held, family-owned holding company operating since 1873. We currently manage a diversified portfolio of seven platform companies with consolidated sales of approximately $1B. We have very low debt and exceptional financial stability. We are always looking for great companies to add to our portfolio (either as an eighth platform company or as a bolt-on to one of our existing companies).

  • Our focus and experience allow us to move with greater speed and certainty
  • We have a long and proven history of living our core values
  • We can preserve and grow your legacy
  • We want you to succeed with us
  • We are constructive and knowledgeable partners
  • We have first-hand experience leading, operating and managing best-in-class industrial companies that engineer, project manage, manufacture, and/or distribute essential products and services to blue-chip customers

 

Contact: Steve Church | Phone (812) 465-9693 | Email: schurch@kochllc.com