Nest Egg Management, Inc.

 

Acquiring

Nurturing

Growing

Investments

Philosophy

Partner with business owners, entrepreneurs and management teams motivated by meaningful equity ownership with a vision of how to grow market share, cash flow and create future value.  We view each investment separately and invest in companies possessing sustainable competitive advantages. We structure and capitalize investments prudently and conservatively.

Criteria

Company Size:

$5 – 150 million of revenue

 

EBITDA:

Minimum $1 million of EBITDA

 

Equity

Investment:

Typically $1 – 10 million with ability to invest up to $20 million in capital and $100 million in total value

 

Industry

Sectors:

·       Consumer products and services

·       Niche manufacturing/industrial

·       Transportation and logistics

·       Media and publishing

·       Business financial services

·       Specialty Foods

 

Preferred

Business Criteria:

·       Nest Egg Management makes both control and minority investments

·       Recurring or repeat revenue models

·       Strong licensed or brand recognition

 

Transaction

Types:

·       Recapitalizations of closely held businesses to provide  financing, liquidity or to facilitate generational change

·       Growth capital for companies with demonstrated potential

·       Management led buyouts

·       Corporate divestitures of non-strategic divisions/assets

·       Consolidations/acquisition strategies in attractive, but fragmented, industries

 

Transaction

Structure:

·       Flexible and customized for individual circumstances

·       Blend of cash, future options/warrants with current income streams

·       A term of five years

 

Geography:

North America

 

 

Selected early stage investments will be considered in highly differentiated business models.

 

 

Selected distressed investments will be considered.