Corporate Buy-Outs                                                         
                                                                                                                        


Virtus provides buy-out capital for select mid-market operating companies. We combine rigorous, bottom-up fundamental analysis with a top-down perspective; strategic advice and partnership; and operational mentorship and support that maximize investor returns while ensuring appropriate investment reporting, downside protection and control.

Are you an accomplished owner of a mid-market company that you’re looking to sell? Virtus is seeking to acquire control positions in profitable businesses with solid, long-term fundamentals whose value could be enhanced through professional management, a roll-up and/or a strategic partner.

Our approach

At Virtus, we target organizations with $10 million to $250 million in revenues and an enterprise value of $10 million to $100 million where the founder is interested in a monetization event.

We are industry-agnostic, but seek to mitigate systemic, demand and business risks by combining a bottom-up fundamental analysis with a top-down macro perspective that emphasizes companies whose goods or services are influenced by the following demographic trends:
  • The aging and growth of the “Baby Boomer” demographic
  • The coming of age of the “Echo Boomer” or millennial generation
  • The growth of the Hispanic market in the U.S.
  • The transient nature and decreased job tenure of the American worker
General Investment Policy Parameters
  • Company revenues between $10 million and $250 million
  • Profitable
  • Domestic U.S. or domestic subsidiaries of foreign companies
  • Preference for roll-ups and growth capital for geographical expansion or follow-on products
  • Industry-agnostic but focused on demographic trends
Capital Sources
  • Virtus Partner capital
  • Fiduciary/discretionary capital
  • Ultra high-net-worth syndicated capital
  • Institutional co-investments