EBSCO Capital is responsible for the investment and acquisition activities of EBSCO Industries. We are primarily focused on new platform opportunities and add-on acquisitions, but are also committed to venture and fund opportunities that align with our goals.
The below criteria speaks to our preferences within each investment category.
PREFERENCES
| Platforms | Add-ons | Direct Venture | Funds | |
| Thematic Alignment | Strong Preference | Preferred | Required | Required |
| Size | $5-20M EBITDA | No minimum | No minimum | No minimum |
| Profitability | >10% EBITDA Margin | >10% EBITDA Margin | • Not pre-revenue • Rule of 40 preference |
Track record of high return on invested capital |
| Other | • Sustainable and clear economic moat • Diversified customer base |
• Growth equity • Venture |
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| Management | Proven and committed management team | Proven and experienced fund managers | ||
THEMATIC INTERESTS
| Active Themes | Overview |
| Mission Critcal, B2B SaaS | Software that is critical to the operation of a business with teams that are culture focused and customer obsessed. Open to a wide range of industries. Looking for a $5-10M ARR, +10% annual growth. |
| Information Products & Services | Products and services for libraries (and their patrons) and researchers that aggregate, organize, and deliver research databases, journals, e-books, software, and other information. |
| Healthcare Technology | Tech-driven clinical decisions support solutions and point of care diagnostic tools that leverage data or content to help drive better decision-making. |
| Need-it-Now, Value Add Distribution | These companies sit in the middle of product manufacturers and product end users, and consistently provide difficult-to-source, but critical, products/components with short lead times. |
| Enduring Businesses | Businesses with strong management teams, sustainable economic moats, and a growing industry focus. |
In addition to the themes noted above, EBSCO Capital is actively developing and validating thematic perspectives in several other areas including but not limited to RIA/wealth management, single family housing, dealerships, cyber security, fintech, eSports and gaming, smart cities, building monitoring systems, specialty risk underwriting, and marketing tech.