Our Investment Criteria

Our U.K. Private Equity group seeks control investments in small and medium sized companies in the U.K. with enterprise values ranging between £10m and £50m. We seek to invest in profitable but undermanaged companies where the opportunity for improvement in performance exists through leveraging the global Baird operating platform. We are attracted to businesses that have sustainable revenues derived from a strategic or niche market position, but face constraints to revenue growth, profitability improvements, and enhanced returns on capital that limit their development into larger companies. Our sectors of interest include:


Industrial Consumer

 • General Industrials
 • Specialty Consumer
 • Automotive
 • Aerospace & Defense
 • Building Materials
 • Electrical Equipment
 • Oil & Gas Equipment

 • General Industrials
 • Specialty Consumer
 • Automotive
 • Aerospace & Defense
 • Building Materials
 • Electrical Equipment
 • Oil & Gas Equipment


Healthcare  Business Services 

 • Healthcare Products
 • Healthcare Services


 •  Human Capital Services 
 • Transaction Processing
 • Process Outsourcing
 • Professional & Technical Services
 • Facilities Management
 • Environmental and Waste
 • Marketing Services



We invest in companies that meet the following criteria:

  • Annual turnover of between £10m and £100m
  • Total deal size between £10m and £50m
  • An equity requirement of between £5m and £20m

While larger U.K. companies are well integrated into the global marketplace and have the resources to take advantage of international opportunities, smaller U.K. companies face significant challenges in capitalizing on these fundamental business trends. Our global operating resources, particularly in Asia, allow our portfolio companies to access additional revenue growth and cost reduction opportunities that can directly build shareholder value.

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