September 05, 2010
Investment Criteria

  PLATFORM ACQUISITIONS ADD-ON BUSINESSES
Enterprise Value $4 - $20 Million Any Value
EBITDA $1 - $5 Million Any Amount
Equity Investment $2 - $10 Million $0 - $10 Million
Ownership Focus Majority Ownership held by Worth Investment Group 100% held by Platform Company
Investment Horizon Indefinite Indefinite
Location/Headquarters North America Global - Developed Countries Preferred
Industries Primarily "product-focused" businesses
  • Manufacturing
  • Distribution
Some Business Services
Complementary to our existing platform businesses

  PLATFORM ACQUISITIONS ADD-ON BUSINESSES
Enterprise Value $4 - $20 Million Any Value
EBITDA $1 - $5 Million Any Amount
Equity Investment $2 - $10 Million $0 - $10 Million
Ownership Focus Majority Ownership held by Worth Investment Group 100% held by Platform Company
Investment Horizon Indefinite Indefinite
Location/Headquarters North America Global - Developed Countries Preferred
Industries Primarily "product-focused" businesses
  • Manufacturing
  • Distribution
Some Business Services
Complementary to our existing platform businesses

Worth Investment Group is focused on acquiring small to mid-sized companies that are revenue producing with the potential for significant growth. It is critical that the companies have validated the functionality of their product or service.  We look for business acquisitions that meet certain simple criteria:

1.    Straightforward Business Model
2.    Primary Operations Located in North America
3.    Consistent Profitability (Potential Recurring EBITDA of at least $1 Million)
4.    Strong Management Team
5.    Strong, Defensible Market Position
6.    Opportunities for Revenue and Profit Enhancement

In addition to acquiring "platform" operating businesses, Worth Investment Group is interested in making “add-on” acquisitions to existing subsidiaries that will enhance the combined companies’ value over the long term. Worth Investment Group may lower its threshold criteria for add-on acquisitions to existing subsidiary companies.  Add-on acquisitions to existing subsidiaries will not be restricted geographically.

Worth Investment Group generally seeks to acquire target portfolio subsidiaries with enterprise values of $4-$20 million; at least $1 million of pro forma EBITDA for platform investments.  Worth Investment Group generally commits investments of $2 to $10 million in equity to acquire target portfolio companies for majority control.

Worth Investment Group maintains majority equity and voting control. In order to align management’s interest with the interest of Worth Investment Group, the Company may offer restricted minority equity ownership in subsidiary companies to superior management teams who remain with the subsidiary company following acquisition.

News
Address

1710 East High Street, Jackson, MI 49203      
Phone: 517.750.9900   Fax: 517.780.4996

1710 East High Street, Jackson, MI 49203      
Phone: 517.750.9900   Fax: 517.780.4996