Investment Criteria

SSC focuses on taking control positions in established companies with sustainable competitive advantages that are out of favor due to macro, situational, operational, or financial complexities. The Firm seeks to back strong management teams that will benefit from the team’s operating and restructuring capabilities, which support the profitable resolution of company specific special situations.

Industry

SSC focuses on transactions in the following sectors:

Industrials

  • Manufacturing
  • Distribution
  • Automation
  • Environmental Services
  • Motors and Motion Control Equipment

Energy

  • Exploration and Production
  • Oilfield Services
  • Refining
  • Midstream

Materials

  • Specialty Chemicals
  • Manufacturing
  • Metal Services
  • Logistics
  • Mining Services
  • Agriculture

Size

SSC can commit up to $40 million of equity per transaction. Sole Source also has the ability to partner with co-investors to participate in larger transactions.

Location

The Firm targets companies headquartered in North America.

Transaction Types

Sole Source Capital invests across the capital structure and targets five basic types of transaction:

  • Corporate Carve-Outs
  • Corporate Restructuring
  • Bankruptcy Auctions
  • Recapitalizations and Turnarounds
  • Secondary Market Transactions