Investment Size
$10-30 million direct capital
$50-250 million co-investment
Approach
Long-Term Partnerships.
Strategic Investments.
Unmatched Capability.
Reaching the right destination starts with understanding every step of the journey. At Birch Lake, we identify high-potential opportunities where our support can make the greatest difference.
Investment Criteria
EBITDA
Up to $50 million
Ownership
Control or active minority
Geography
Headquartered in North America
Transaction Types
- Generational Equity
- Recapitalization
- Growth Capital
- Mergers & Acquisitions
- Management Buyout
- Special Situations
Value Creation
Our team excels amid uncertainty, converting challenges into meaningful, lasting results.
Mergers & Acquisitions
- Develop and execute tailored value-enhancing strategies
- Perform diligence, negotiate transaction and advise on tactics
Capital Raising
- Develop unique capitalization structures that enable management teams to realize their strategic growth objectives
- Deploy capital from Birch Lake, our limited partners and/or alternative capital providers
Strategic Advice
- Collaborate and advise management teams on strategic investments
- Offer a constructive voice in the boardroom when critical decisions are faced
Financial Restructuring
- Advise companies encountering liquidity shortfalls as well as those facing refinancing or operational issues
- Design solutions with emphasis on capital preservation