Investment Criteria
Fortuna Capital is a New York City-based private equity investment firm focused on leveraging financial capital, operational expertise, and global relationships to forge partnerships with founders and management teams of middle-market companies to drive long-term value creation via acquisitions and strategic growth initiatives.
We are flexible on investment size and can be creative in structuring, including minority or majority equity stakes. We partner with both existing founders, entrepreneurs and management teams as well as experienced managers looking to acquire a new platform business.
IT Services & Managed Services Providers
Business Services & Digital Marketing
Health & Wellness (including Specialty Nail & Skin Care)
Aerospace & Defense Precision Machining
Auto Finance & Dealerships
Sectors
Geography
U.S. and international with a strong or prospective U.S. growth component
Minimum $10mm for initial platform investments but will consider smaller for add-on acquisitions
Revenue
Minimum $2mm for initial platform investments but will consider smaller for add-on acquisitions
EBITDA
Creative and flexible structuring including both minority & majority transactions tailored to meet the needs of all stakeholders
Structuring