High-principled fund focused on helping your succession
Lionfield Capital’s mission is to acquire an outstanding American enterprise and build upon the owner’s legacy and continue providing its existing employees with opportunities to prosper.
Our covenant with you is to offer a professional, pain-free, and expedient selling process.
Our fund is backed by high-caliber institutional investors and highly successful executives, and is managed by values-based leaders with a history of overcoming challenges through hard-work, resilience, initiative, collaboration and our signature principles.
We will come to you.
Lionfield is searching the U.S. for a single great business to buy, operate and grow for the long-term. At closing, we will relocate to your town and run day-to-day operations (as opposed to providing oversight at board level). Our priority is to preserve your legacy, take care of your employees and offer renewed opportunities to prosper to the business and its community
We believe value is best unlocked through focus, therefore, Lionfield will only invest and grow ONLY ONE company. Your company is our main priority.
We focus on companies facing situations where Lionfield can add real value. These situations include:
- Owner(s) looking to retire or facing personal or life events (e.g. health, financial, liquidity needs)
- Companies in need of management
We seek U.S. based companies that present several of the following characteristics:
- +US$1.5MM in annual EBITDA/Cash flow/Seller’s earnings
- A degree of recurrent or predictable revenue (+US$5MM in total Revenue)
- Fragmented and loyal customer base (it’s okay to have a little concentration)
Lionfield is not a sector-specific fund, but a situation-specific fund (see above). To be clear, we do avoid industries where the business model is predominantly B2C or project based. The following is a sample of niches we have analyzed businesses in and/or submitted offers:
- Education, training and compliance
- PoS solutions
- Value-added distribution
- IT services (MSP and/or SaaS)
- Healthcare services
- Logistics and 3PL services
- Insurance services
- Retirement planning
- B2B Services
- HR Services
- Laboratory testing
- Manufacturing services
- Nearshoring services
Seamless, Expedient, Pain-Free, Fair, and Professional
Leaders eat last. Employees come first. We prefer to roll up our sleeves and lead by example with empathy.
Our mission is to build upon what you have created and bring your business to the next level.
We trust in a Higher being and are often grateful for God’s influence in our personal lives and professional careers. We are not fanatics, but we are humbled by how much God gives us when we put Him first.