Investment Criteria
FGI Equity invests in capital constrained companies with compelling products and business models that meet the following criteria:
- Cash flow positive and profitable
- At least $50 million revenues
- Defensible position in an industry sector of at least $1 billion
- Large, non-cyclical, fragmented market with few dominant players
- Low capital requirements
- High barriers to entry
- Competitive advantage from product leadership, low cost structure, service excellence, brand dominance
- Clear path and timetable to exit with multiple options, e.g., strategic sale, re-cap, IPO
We co-invest with other financial groups and are eager to join forces with complementary firms.