Strategy


Brookstone’s strategy is to invest alongside founding families and management teams in companies that offer significant opportunities for value creation through organic growth, strategic acquisitions and improvements in operating performance.

Creating investment situations where our goals as investors are directly aligned with those of management is one of the key factors to our success.

Growth Equity
Minority investment in the business to support growth

Growth Equity and Partial Recap
Minority investment in the business to support growth or to provide partial liquidity to retiring or silent partners

Buyout of controlling interests
Investment to purchase a majority interest in the business

Criteria


Areas of Special Interest
We are generalist in terms of industries. There are certain industries we have experience with or are currently focusing on:

  • Building Products
  • Packaging
  • Plastics
  • Aerospace
  • Healthcare
  • Medical

This is a general outline of our investment criteria. In today’s investment climate, however, our areas of emphasis will vary to reflect our entrepreneurial and flexible approach.

Types of Companies

Growth-oriented industrial manufacturing and distribution businesses

Geographic Focus

North America
 

Target EBITDA

$4 million to $20 million
EBITDA margins 10% or greater

Target Equity Investment

$10 million to $30 million

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