Disciplined Investment Criteria

CameronBlue has a patient and disciplined investment approach that reflects our experiences as an investor and board member of small businesses and larger public companies.

Our operating focus is on ROIC and developing market positions that provide greater profit margin as well as revenue growth.

Our return philosophy is based on the multiples of invested capital returned and not short-term IRR generated by a quick exit.

We value the opportunity to hold excellent businesses over longer periods of time.  Our “buy-and-hold” philosophy will achieve greater returns for our shareholder partners and management teams.

Our specific target criteria are as follows:

Transaction Size: $15 $75 million
Equity Investment: $5 $20 million
Company Revenues: Less than $100 million
Company Operating Profit: Greater than $3 million with 10 + percent margins
Business ROIC: Greater than 25 percent
Ownership: Majority control investments
Types of Businesses: Private companies, family-controlled or owner-managed
Growth Orientation: Opportunities for growth via internal expansion or consolidation
Management: Existing team committed to growth and business improvement
Geography: Mid-Atlantic and Southeastern U.S.
Target “Hold” Period: Five to seven year

Blue does not invest in start-ups or venture transactions.  We focus on companies with proven business models and operating performance.

We are long-term investors who believe small businesses should have prudent capitalizations that allow for growth, future acquisitions and economic uncertainty.

With our long-term investment horizon, CameronBlue can best support management decision-making,  assist in company strategic and financial planning and achieve the shared goals of improving operating performance and building a successful and enduring business.