Deal Sourcing and Screening

Deal Sourcing and Screening

The Osceola Ecosystem

Strong deal origination network which has resulted in the ability to make proprietary, negotiated investments

  • Principals have developed an extensive network of relationships with investment bankers, attorneys, accountants, consultants, bankers, executives, executive recruiters and many others

  • Additionally, the Osceola network consists of pedigree partners, including other prominent private equity firms and large single family and multi-family offices

Osceola screens and targets potential investments in companies with the following criteria:

  • Lower middle market companies with operating profit in the $3mm - $10mm range
  • Operating in stable industries (including business/financial services, light/niche manufacturing, renewable energy and agriculture) with corporate scalability
  • Market share leader with customer and vendor diversification
  • Profitable companies with gross margins in its industry which reflect a business with a defensible position and strong value proposition
  • Proven management, with high quality talent from top to bottom
  • Conservative initial leverage