Our Approach

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.

  • 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:

    • Headquartered in North America

    • Growing businesses with attractive fundamentals

    • Revenue of $10 million to $100 million

    • EBITDA of $2 million to $30 million

KAPREN CONNECT

  • Enterprise

    We specialize in valuing inventory sold through wholesale and other distribution channels, both on a standalone basis and in concert with manufacturing and retail operations, to provide tiered exit strategies that optimize current and seasonal value.

  • Investors

    We provide highly accurate historical sales comparisons, point-in-time values and 12-month projections to ensure every exit strategy is considered across both store-based and e-commerce platforms.

  • Advisors

    We understand the industrial economy’s breadth and complexity. We value supply chain inventory including finished goods, work-in-progress and raw materials - through detailed on-site assessments, inventory analysis, industry research and in-house expertise.

  • Partners

    Our expert appraisals combine the world’s largest database of asset values, onsite evaluations and in-depth analysis driven by a proprietary contact network and the largest accredited team in the industry.