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Are you a high-net-worth investor or Family Office Group in search of compelling direct private investment opportunities? Virtus is an active investor in buy-out or growth capital opportunities of profitable mid-market companies with revenues between $10 million and $250 million. We partner with great management teams and enhance their effectiveness with expertise from our in-house team and extensive database of accomplished entrepreneurs within a given industry.
At Virtus, we are industry-agnostic, but seek to mitigate systemic, demand and business risks by combining a rigorous, 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
- Company revenues between $10 million and $250 million
- Profitable
- Domestic U.S. or domestic subsidiaries of foreign companies
- Minimum 25% gross IRR to the capital
- Preference for roll-ups and expansion capital for geographical growth or follow-on products
- Industry-agnostic but focused on demographic trends
- Improve operating margins
- Make a geographical expansion
- Introduce a follow-on product
- Introduce a strategic partner
- Execute a roll-up in a fragmented industry
- Enhance management team
- Current historical and sustainable cash flow
- Under market basis from distressed sale
- Immediately accretive event
- Fixed asset equity coverage ratio >1.0
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