• Our Investment Strategy
• Our Investment Focus
• Our Investment Criteria
• Transaction Types

Sunrise Equity generally targets initial equity investments of between $2 million and $10 million in companies with total entity values of between $5 million and $25 million. The targets will usually have between $1.5 Million and $5 Million of EBITDA, with a preference of between $2 Million and $4 Million.

Sunrise Equity holds a majority ownership position in most of its transactions. However, the firm will consider making a significant minority investment of growth capital in proven companies with proven management.

Key Criteria

While each situation is unique, the common characteristic of the companies that Sunrise will consider include: proven management; defensible market positions; value in the product or service supply chain; attractive industry fundamentals; record of consistent, predictable cash flow; scalable core competencies.

Sunrise will consider companies that may not be “Ready for Prime Time”. While this is not meant to include turnarounds, it does include companies that may need work to be ready for investment by a broader base of institutional investors. Possibilities might include: wanting or needing a change in management; mediocre (but accurate) financial reporting; needing stronger management to get to the next level; in an out of favor industry; regional focus; or simply needs work in several areas to be all it can be. Since the operating management at Sunrise makes the investment decisions, they can be more flexible than many investors.