Our Focus:
Growing and building businesses we are proud to be a part of while enriching the lives of our partners, team members, and investors
Fewer investments allow us to make a real difference
Looking to invest in a select number of companies that recognize value in both our capital and our operational expertise. Seeking to help continue and accelerate growth while maintaining culture and creating opportunities for a company’s most important assets: its people.
Investment Criteria
Lower Middle Market
Seeking companies with $500k – 3 million in EBITDA looking to transition ownership and day-to-day operations. Burling partners will assume leadership roles on interim or longer-term basis as well as partner with external management teams.
Traditional Middle Market
Seeking companies with $3 – 15 million in EBITDA looking for a buyout, recapitalization or additional capital and expertise to accelerate growth. Burling will assume an active board level role and provide strategic guidance.
Geography
Targeting United States and Canada
Investment Dynamics
Favorable market position
Strong underlying base of recurring revenue
Attractive growth prospects
Limited customer concentration
Specific Subsectors of Interest
While we are open to a number of different sectors for investment, we are particularly interested in the sectors below:
Healthcare
- ● Healthcare Services
- – Physician practice management
- – Pharmaceutical services
- – Hospice
- – Home health
- – Non-medical home care
- – Behavioral health
- – Drug compounding
- – Pain management
- – Staffing
- – Medical transportation
- ● Medical Products
- – Contract manufacturing
- – Single-use medical devices
- – Diagnostics
- – Med tech
- ● Pharmaceuticals
- – Contract manufacturing
- – Generic injectables
- – Nutraceuticals
- – Biosimilars
- – Unique drug delivery
- ● Distribution
Business & Consumer Services
- ● Business services
- – Pallet logistics and recycling
- – Facility services
- – Outsourcing
- – Insurance brokerage
- – Technology enabled services
- – HR Services
- – Value-added distribution
- – Speciality logistics
- – Data services
- – Compliance and risk management
- – Testing, inspection and certification
- ● Consumer services
- – Pest control
- – Veterinary and pet care
- – Landscaping
- – Fitness
- – Franchisors
- – Market-leading franchisees
- – Health and wellness services
Niche Products
- ● Pallet manufacturing
- ● Branded consumer products
- ● Food and beverage
- ● Nutrition and wellness products
- ● Pet food, toys and consumables
- ● Packaging
- ● Single-use disposable products