Investment Strategy

Direct InvestmentCurrent InvestmentsRealized Investments

Amzak’s direct investment team seeks mezzanine, minority equity, and control equity opportunities in middle market companies. The group typically invests $10 to $50 million of equity in control transactions and $5 to $30 million of equity in mezzanine or minority transactions. For attractive larger transactions we may invest notably higher amounts through partnerships with likeminded investors.

The direct investment group targets high quality, profitable, and growing businesses that can benefit from an active partnership, and where management typically has a meaningful financial participation going forward.

Amzak also has experience with, and will look at, distressed situations.

Investment Criteria
Revenues $20 to $200 million
EBITDA $5 to $30 million, with flexibility on the lower end for high growth companies and on the upper end for control investments.
Equity Checks Control: $10 to $50 million
Minority:$5 to $30 million
Industries/Sectors of Interest Agnostic (past experiences in telecom, for-profit education, retail, health and wellness, paper, real estate, hospitality, and specialty finance)
Geographies of Interest Americas and Caribbean
Co-investments Yes

For more information please contact Scot Fischer, Eduardo Arguello, or Andres Bethencourt, or send an email to directinvestments@amzak.com