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