Investment Strategy

Sverica invests in leading, growth-oriented companies in the lower middle market with recurring revenue or replicable unit economics. In evaluating new investments, our focus is on a company’s reputation with its customers, employees, suppliers and its potential for growth and development.

Investment Parameters

Sector

  • IT & Business Services
  • Healthcare Services
  • High Value Industrial

Transaction Profile

  • Minimum EBITDA of $3M
  • Enterprise Value less than $100M
  • Equity investments of $10-40M (Over $40M with our network of co-investors)
  • Primarily control buyouts with consideration given to non-control & growth equity
  • Located in the U.S. or Canada

Investment Attributes

  • Strong underlying market fundamentals or growth tailwind
  • History of revenue growth
  • Profitable
  • High returns on invested capital
  • Differentiated and defensible competitive position
  • Strong customer relationships