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.