Investment Criteria

Sky Island Capital focuses on investing in opportunities where we can support our management teams in driving transformational change through rigorous operational initiatives and tucking in complementary and accretive assets. We also thrive in complex situations and see opportunity where others see problems. Our investment criteria include:

Company Size

  • Revenue of $10 – 200 million
  • EBITDA of $5 – 15 million
  • No minimums for add-on transactions

Investment Size

  • Enterprise values up to $200 million
  • Control equity investments of $10 – 50 million

Company Situation

  • Manufacturing companies headquartered in North America
  • Strong competitive position in a defensible niche market
  • Facing strategic, operational, or financial opportunities or challenges
  • Significant gap between current performance and future performance
  • May require a unique and tailored capital solution

Transaction Types

  • Family-owned businesses
  • Corporate carve-outs
  • Management buyouts
  • Public to private transactions
  • Lender-owned or controlled
  • Special situations

Manufacturing Companies in the Following Representative Industries

  • Advanced Materials
  • Aerospace & Defense
  • Auto & Transportation
  • Building Products
  • Consumer Products
  • Food & Beverage
  • Industrial Products
  • Metals
  • Packaging
  • Specialty Chemicals