INVESTMENT CRITERIA
Disciplined Investment Focus.
Santee Private Capital focuses on lower middle market businesses where experienced operators, disciplined capital, and long-term ownership support sustainable growth.
BUSINESS PROFILE
Companies Positioned for Sustainable Growth.
We seek businesses with established operating histories, stable revenue models, and opportunities for continued expansion. Our focus is on companies where experienced management teams and thoughtful capital can support the next phase of growth.
Ideal businesses demonstrate strong market positioning, recurring revenue streams, and clear opportunities to expand through operational improvements, market development, or disciplined strategic initiatives.
TARGET INDUSTRIES
Focused Sector Approach.
Santee Private Capital pursues investments across a range of industries, focusing on sectors where operational expertise and strategic partnership can create meaningful value.
Areas of focus typically include:
◈ Niche manufacturing businesses
◈ Business services companies
◈ Regional distribution platforms
◈ Specialized industrial or commercial service providers
These sectors often benefit from strong customer relationships, operational expertise, and durable market demand.
TRANSACTION TYPES
Flexible Investment Structures.
We pursue a variety of transaction structures depending on the needs of business owners and management teams. Our investment approach is flexible and designed to support ownership transitions while maintaining continuity for the business.
Typical transaction structures include:
• Management-led buyouts
• Founder or family ownership transitions
• Corporate carve-outs
• Recapitalizations and structured minority investments
Each opportunity is evaluated individually, allowing capital to be structured in a way that aligns incentives and supports success.
FINANCIAL PROFILE
Lower Middle Market Focus.
Our investment focus is on established lower middle market businesses with strong operating fundamentals and clear pathways for growth. Typical characteristics include:
EBITDA RANGE
$1.5M – $8.0M
OPERATING HISTORY
5+ years
CASH FLOW
Consistent Free
Cash Flow
GROWTH OPPORTUNITIES
Multiple Avenues
for Expansion
EXPLORING AN OPPORTUNITY
Discuss a Potential Partnership.
If you are a business owner, management team, or intermediary exploring an ownership transition or investment partnership, we welcome the opportunity to connect.