Investment Profile
Shorewood Capital is family-owned and invests the capital of its affiliates in small businesses. Our ideal holding period is forever, differentiating us from traditional private equity.
We value the opportunity to partner with operators and/or existing management by aligning our incentives so they can participate in the value they help create.
We use the net cash generated by our businesses to invest in future growth and acquisitions.
We target majority investments (51 to 100% ownership) in other family-owned companies with the following characteristics, although we are open to exceptions:
Generates $250,000 to $2,000,000 of net discretionary cash flow annually (the cash the business generates that could be used to repay debt, distribute to owners, or invest in future growth).
Has over 5 years of operating history
Is geographically located within a 2-hour drive of the Dallas/Fort Worth area
Provides services similar to or complementary to plumbing, pest control, HVAC, landscaping, cleaning, painting, restoration, maintenance, and artificial turf installation
Has a large amount of non-cyclical, recurring revenue
Retains substantially all employees post-close
Venture Investments
We are interested in emerging technologies and making minority investments in businesses led by highly effective entrepreneurs with the potential to capture significant market share of a growing and attractive market.