Our approach to investing is unique. We work hard to understand and support owners and management through growth and transitional challenges while considering important implications to employees and community constituents as well.

Sheridan combines the sophistication of a traditional private equity firm with the flexibility of a collaborative partner. We focus our efforts on investing, growing, and delivering strategic value and resources to strong companies in the lower middle market.

We use the following criteria to screen opportunities:

Geographic Location

Headquartered in the United States or Canada

  • Healthcare
  • Consumer
Target Company Characteristics
  • Sustainable competitive advantages within niche or geographic footprint
  • Predictable and recurring revenue
  • Significant market share within niche or geographic footprint
  • Superior margins and strong free cash flow
  • Experienced management teams responsible for prior performance
  • Clearly defined strategy for growth
Enterprise Value of Company

$20.0 million to $150.0 million

Target Equity Investment Size

$10.0 million to $50.0 million

Types of transaction considered:

  • Growth buyouts or control-oriented growth equity investments with entrepreneurially led businesses
  • Generational sales of family-held companies
  • Buy and build platforms or niche consolidations
  • Partial recapitalizations to diversify risk or wealth

How we add value:

  • Support and supplement existing management talent
  • Provide capital, strategy and integration support for accretive acquisitions
  • Optimize business operations through implementation of reporting metrics and best practices
  • Systems and infrastructure to facilitate further scalability
  • Enable service and product expansion into adjacent lines of business or channels of distribution
  • Provide capital for facility expansion or modernization