Investment Criteria

We seek to make control investments across a broad set of industries in privately held businesses with the following characteristics:

  • U.S. based with $20mm - $150mm in revenue
  • EBITDA greater than $5mm
  • Ability to deploy $10mm -$50mm in equity per investment
  • Experienced, growth-oriented management team
  • Reasonably diverse customer base

  • Note: Add-on opportunities have no size constraints

In conjunction with our generalist investment approach, we identify and work with key strategic operating partners to invest in companies in select industries with attractive underlying fundamentals. For more information about our current strategic partnerships,
click here.

In our efforts to diversify Rosewood’s asset base overall, we exclude investments in oil and gas exploration and production and real estate.  Further, we do not seek investments in banking, insurance, and biotech.