Investment Criteria
We seek investment opportunities where our industry expertise, hands-on approach, and tailored resources can materially enhance company value.
Our investment criteria reflects the company characteristics and transaction structures that have been the basis for our prior success. ClearPoint seeks investments with the following attributes:
Industry Sectors
  • Business Services
  • Financial Processing

ClearPoint does not invest in “balance sheet” financial services (e.g., banks or other lenders, insurance carriers).

Transaction Types
  • Buyouts
  • Recapitalizations
  • Growth Equity
Company Situations
  • Family/Operator Owned
  • Corporate Carve-Out
  • Management in Transition
  • Industry Consolidation
Company Profile
  • $20 million - $200 million
Minimum EBITDA
  • $3 million
  • United States and Canada
Company Characteristics
  • Leading and defensible competitive position
  • Attractive growth potential
  • Opportunity to expand market niche
  • Low capital intensity
  • Proven and scalable business model