INVESTMENT CRITERIA

What We Look for in a Deal

Shackleton Equity Partners is an operationally-focused private equity firm specializing in corporate carve-outs and special situations in the lower middle market located in the United States.

Special situations includes underperforming corporate carve-out businesses (e.g., low-margin or negative EBITDA) as well as healthy businesses undergoing a transformation (e.g., transition of a family-owned business or healthy division of a parent company in distress). We also work hands-on together with management of portfolio companies to identify and complete add-on acquisitions.

FINANCIALS

Revenue between $10 million* and $250 million.
*Software businesses with revenue of $3 million or more.

EBITDA ranging from negative up to $5 million (focus on negative EBITDA).

TRANSACTIONS

Corporate carve-outs, non-core divestitures, underperforming, special situations, and healthy add-ons.

INDUSTRIES

Software, technology, aerospace and defense, telecom, electronics, manufacturing, industrial, e-commerce and consumer industries.

GEOGRAPHY

We invest in businesses headquartered within the United States.