Investment Criteria

Our Focus

Banyan partners with established businesses in two core sectors.

Manufacturing

Established manufacturers with differentiated products, strong market positions, and operational excellence.

Essential Services

Commercial and industrial service businesses with recurring revenue, loyal customers, and dedicated teams.

Target Profile

Revenue	$1M – $15M
EBITDA	$250K – $2M+
Business Age	10+ years of operating history
Industries	Manufacturing, industrial services, essential commercial services
Geography	United States
Transaction Type	Buyouts, majority recapitalizations, succession-driven transitions

Characteristics We Value

Stable, recurring cash flow
Experienced employees and healthy company culture
Owners seeking a thoughtful transition or succession partner
Opportunities for growth through operational improvement or expansion

Why Banyan

Our Advantage

Flexible Capital Base

Our family capital allows us to move efficiently, structure transactions creatively, and invest with the horizon that fits each business.

Aligned Interests

We partner with owners and management teams. Our interests are aligned — we succeed together.

Focused on Growth

We invest in people, operations, and expansion — not financial engineering.

Sector Experience

We bring hands-on experience in manufacturing and essential services, applying real operational knowledge alongside strong management teams.

Values-Driven Partnership

We believe how you do business matters as much as the result. We maintain fair, transparent interactions consistent with our core values.

Not a Fit

Turnarounds or distressed situations
Startups or early-stage companies
Real estate, retail, or restaurants
Businesses requiring immediate significant capital investment

Connect With Us

We welcome the opportunity to connect with business owners and intermediaries. Whether you are ready to move forward or exploring your options, we are happy to have a confidential conversation.