Investment Criteria

At Avante, it’s not just about capital – it’s about being the right partner. With an average of over 20 years of experience per partner, we are a trusted advisor to our portfolio companies and thoughtful in how we approach investing in the lower middle market. We also offer a variety of products and flexible capital solutions to meet the unique needs of your business. Please contact us to discuss financing options if your business generally fits within our investment criteria outlined below.

Products:

  • Unitranche / One-Stop Debt
  • Mezzanine Debt
  • Minority Equity

Company Criteria:

  • EBITDA of $3MM to $20MM
  • EBITDA Margins ≥ 10%
  • Defensible Market Niche or Competitive Advantage
  • Stable and Diverse Customer Base
  • Consistent Historical Financial Performance
  • Headquartered in the United States

 

Financing Focus:

  • Sponsored and Non-Sponsored
  • Invest $5MM to $25MM per Transaction

Transaction Types:

  • Buyouts
  • Growth Capital
  • Acquisitions
  • Leveraged Recapitalizations
  • Refinancings

Industry Experience:

  • Aerospace and Defense
  • Business Services
  • Consumer Products
  • Distribution
  • Education
  • Healthcare & Life Sciences
  • Industrial / Manufacturing
  • Security Products / Services
  • Software / IT Services
  • Specialty Chemicals / Coatings