Investment Criteria

Lineage Capital’s primary focus is on owner-managed and family-controlled businesses. While we will invest in wide variety of industries given the right partner and a strong company, historically our team's investment activity has concentrated around consumer products, business services, light manufacturing and distribution, healthcare, and specialty packaging. In each of these fields, we made an initial investment based on our assessment of both a company's fundamental strengths and its growth potential. Our collective experience provides us a strong base of relevant industry knowledge in these areas.

We are actively seeking new partnership investment opportunities that meet our fundamental criteria:

• Owner-managed or family-controlled businesses headquartered in North America
• Management team with desire to collaborate on creating value
• EBITDA of $4 million or greater, enterprise values of $20 million - $150 million
• Strong management team with plan for continued growth and desire for meaningful ownership stake
• History of stable cash flows
• Defensible market position
• Favorable industry dynamics
• Diversified customer base
• Identifiable, realistic growth opportunities