Investment Criteria

Lineage Capital has a narrow focus on owner-managed and family-controlled businesses, so we are open-minded about the industries and types of companies in which we invest.  We seek new partnership investment opportunities that meet our fundamental criteria: 

• Owner-managed or family-controlled businesses headquartered in North America
• Management team with desire to collaborate on creating value
• EBITDA of $4 million or greater, enterprise values of $20 million - $150 million
• Strong management team with plan for continued growth and desire for meaningful ownership stake
• History of stable cash flows
• Defensible market position
• Favorable industry dynamics
• Diversified customer base
• Identifiable, realistic growth opportunities