Direct Investment

Private Equity

Our platform offers various strategies that provide investors with exposure to private equity. We achieve these objectives via offerings with long-tenured, established private equity managers as well as a strategy run by our own internal team.

Types of BlueArc Private Equity Strategies
  • Access funds into single managers with unique economic terms
  • Direct Investments in the lower middle market
Exposure to Various Types of Private Equity
  • Private Equity Secondaries
  • GP Continuation Strategies
  • Growth Equity & Venture Capital
  • Lower middle market, control-stake acquisitions  

Private Equity Overview

BlueArc Capital Partners, the private equity group within BlueArc Capital, focuses on acquiring established, lower middle-market companies headquartered in North America. BlueArc Capital Partners’ primary focus is to acquire founder-based and transitioning family-owned businesses that we believe can directly benefit from our operational expertise and long-term strategic growth philosophy.

We believe that middle market businesses can achieve expanded value creation by combining effective leadership teams with disciplined strategic business plans. We seek to invest in companies that are positioned to benefit from favorable market dynamics and additional financial resources. We look for companies that we believe possess sustainable competitive advantages and that are growing from factors such as:

  • Positive industry trends
  • Disruptive business models, products, or services
  • Consolidation within fragmented industries
  • Product/service innovation

 

The principles that guide BlueArc Capital Partners are:

  • Attention to key operational issues that result in high impact outcomes
  • Fact-based decision making
  • Passion to execute at the highest level
  • Consistent focus on value creation for all owners
  • Ethical interaction with our investment and management partners
  • Collaboration with management
  • Integrity and transparency

Private Equity Investment Strategy

BlueArc Capital Partners takes control-oriented ownership positions in companies that can benefit from our entrepreneurial and supportive approach. We believe the most compelling companies have a solid vision, an aligned strategic plan, and the ability to execute with confidence. With flexible capital, we enable these companies to reach their full potential with an integrated group of financial and operating executives. These industry executives and advisors are fully committed to supporting the goals and initiatives of our management teams. We strive to work collaboratively with our portfolio companies to create an operational blueprint designed to increase the efficiency of the company and capture additional value.

Direct Investment Transaction Criteria

BlueArc Capital Partners focuses on acquiring established, lower middle-market companies with headquarters and operations in North America. Our primary targeted investment opportunities are in family or founder-owned companies and corporate carve-outs.

INVESTMENT CHARACTERISTICS

  • Enterprise values up to $250 million
  • Control equity investments
  • Sustainable, recurring revenues
  • Fragmented industry suitable for consolidation
  • EBITDA: $5 Million – $30 Million

 

INDUSTRY FOCUS

  • Business Services
  • Healthcare Services
  • Manufacturing
  • Industrials
  • Technology-enabled business models

Private Equity Investment
Portfolio

Our private equity offerings include:

SECTOR: Industrials
SUB-SECTOR: Specialty Adhesives/Chemicals
STATUS: Unrealized
DEAL TYPE: Buyout
SECTOR: Industrials
SUB-SECTOR: Specialty Adhesives
STATUS: Unrealized
DEAL TYPE: Buyout
SECTOR: Industrials
SUB-SECTOR: Specialty Adhesives
STATUS: Realized
DEAL TYPE: Buyout
SECTOR: Industrials
SUB-SECTOR: Specialty Adhesives
STATUS: Realized
DEAL TYPE: Buyout
SECTOR: Industrials
SUB-SECTOR: Manufactured Products
STATUS: Unrealized
DEAL TYPE: Buyout
SECTOR: Industrials
SUB-SECTOR: Manufactured Products
STATUS: Unrealized
DEAL TYPE: Ad-On Acquisition
SECTOR: Industrials
SUB-SECTOR: Manufactured Products
STATUS: Unrealized
DEAL TYPE: Ad-On Acquisition
SECTOR: Services
SUB-SECTOR: Commercial Landscaping
STATUS: Realized
DEAL TYPE: Minority co-invest in a Sponsor Buyout Transaction