Investment Criteria

HTR Capital, a private investment firm focused on acquiring businesses with EBITDA greater than $3 million.

Financial Parameters
  • Revenue: Minimum $12 Million
  • EBITDA: Minimum $3 Million
  • EBITDA Margin: Minimum 12%
Enterprise Value $20-$100 Million
Equity Deployed $10-$50 Million
Investment Type Majority investments and significant minority investments (40-49%)
Geography United States & Canada
Investment Focus
  • Auto After-Market
  • Business Services
  • Consumer Services
  • Healthcare Services
  • Industrial Services
  • Tech-enabled Services
  • Transportation & Logistic
  • Value-added Distribution

Intermediaries

HTR Capital strongly believes in the value of intermediaries. We view intermediaries as partners in the deal sourcing process. HTR Capital will pay “Lehman Scale” for intermediaries that provide substantive introductions the result in a closed transaction.

Enterprise Value Fee Increment Total Fee Cash Total
$1,000,000 5.00% 5.00% $50,000
$2,000,000 4.00% 4.50% $90,000
$3,000,000 3.00% 4.00% $120,000
$4,000,000 2.00% 3.50% $140,000
$5,000,000 1.00% 3.00% $150,000
$10,000,000 1.00% 2.00% $200,000
$20,000,000 1.00% 1.50% $300,000
$30,000,000 1.00% 1.33% $400,000
$40,000,000 1.00% 1.25% $500,000
$50,000,000 1.00% 1.20% $600,000
$60,000,000 1.00% 1.17% $700,000
$70,000,000 1.00% 1.14% $800,000
$80,000,000 1.00% 1.13% $900,000
$90,000,000 1.00% 1.11% $1,000,000
$100,000,000 1.00% 1.10% $1,100,000
Disclaimer: The payment of any deal or sourcing fee is subject to the execution of definitive documentation with HTR Capital. The above does not create a duty or obligation of HTR Capital without an executed fee agreement.