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.
|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
|Management||Proven and committed management team||Proven and experienced fund managers|
|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.