The Kapren Approach
Kapren has an open-minded approach to structure and we take pride in tailoring investments to the needs of our Capital Partners. Kapren also provides nontraditional structured financing, including asset backed loans and cash flow financing to small businesses. As a “Single Family Office” with an Evergreen Fund, we have no maximum investment horizon. We understand that building enduring businesses, technology solutions, and real estate projects takes time and sometimes requires pivots.
We make investments in North American small and middle market buyout funds and equity co-investments. Having each spent most of their careers in this space, our senior investment team has extensive experience and a deep network of relationships.
Fundamental to our investment philosophy is the combination of fund investments and equity co-investments. We believe augmenting fund investing with co-investing enhances our investment decisions and results.
We're here for the whole journey.
Investment Focus
$5m to $50m in sales and $1 to $10m of EBITDA
Preferably make majority stake investments with intact management teams
B2B Sectors: industrial manufacturing, automotive (R&D), aerospace & defense
Healthcare, certification & testing, automation & engineering and services (AI)
Partners with passion, unique know-how, strong growth potential and a focus on innovation
Private Companies: corporate carve outs, management buy outs/ins, ownership transitions
Capitalizing With Kapren is…Different
Flexible Solutions
Invest exclusively the capital of the Kapren and Warren Family to allow greater discretion in the way we structure partnerships.
Real Operating Expertise
Bring a core team that has worked together successfully for up to 30 years at both domestically and internationally.
Aligned Patient Capital
Invest for the long term alongside owners and management to ensure coordinated business development
Trusted Partner
Work with business owners who value us to safeguard their legacy by preserving operating cultures and employees
Family Business Mindset
Combine the benefits of family and investor ownership together for responsible decision making and legacy growth
Empower Management Teams
Treat our partners with integrity, loyalty and transparency by letting them run the company. We are not in the business of micromanaging!
Unified Advantages
Pursuing Opportunity Without Constraints uniquely positions KAPREN and it’s affiliates to capitalize on the opportunities created by market cycles, emerging themes, new technologies, and valuation disruptions because the firm is unconstrained by fundraising mandates, capital deployment timelines and structuring restrictions.
Our Investment Parameters
Kapren seeks to make a small number of quality, concentrated direct investments across the capital structure with a preference for majority control equity investments. We have the ability to consider hybrid instruments and creative financing solutions.
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Buyouts of private companies, or divisions of larger companies:
Management buyouts, where key executives acquire companies from existing owners
Recapitalizations of family or founder owned companies
Bolt-on acquisition to an existing platform
Growth capital investments (majority and minority equity)
When structuring the balance sheet, we endeavor to ensure capital is readily available to management for investment to grow their businesses. This ensures that leverage, when used, is applied in a prudent manner that allows for a margin of safety.
Our focus is on high quality, profitable companies that can benefit from an active partnership with us and where management has a meaningful financial participation going forward. We are looking for portfolio companies that exhibit the following characteristics:
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Headquartered in North America
Growing businesses with attractive fundamentals
Revenue of $10 million to $100 million
EBITDA of $2 million to $30 million