SPEI is generally the lead investor targeting businesses that generate between $3 million - $30 million in EBITDA that are seeking between $10 million - $50 million of equity.
 
SPEI invests primarily in the following sectors:
  • Information Services
  • Financial Services
  • Consumer 
  • Gaming

Transactions
We seek to acquire and build industry leading companies by working with existing management teams that are positioned to benefit from favorable industry fundamentals:
  • Buyout
  • Combination Growth/Buyout
  • Acquisition Financing
  • Going Private Transactions

Geographic
Focus
We will acquire or invest in businesses located in the United States or Canada, with a preference toward the Northeast.

Post-
Transaction

Strategy
We work with management teams that can leverage our experience and benefit from our network of relationships with customers, vendors, and the financial community. We intend to:
  • Continue to let management operate the business where appropriate;
  • Create value by sharing and applying our extensive operating and capital markets expertise;
  • Provide capital for organic growth initiatives and/or add-on acquisitions.

Sourcing New
Opportunities
We work closely with the following groups in an effort to uncover unique businesses seeking liquidity, growth capital, or that are simply looking to strengthen their balance sheet.
  • Accountants
  • Asset Managers
  • Consultants
  • Corporate Executives
  • Financial Advisors
  • Investment Banks
  • Investor Relations Firms
  • Lawyers
  • Lenders
  • Private Equity Funds
  • Public Relations Firms
  • Recruiters
  • Venture Capital Funds