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INVESTMENT CRITERIA

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Currently, Stetson is targeting investments in lower-middle market companies and businesses that have high growth potential. Stetson’s investment goal is to make direct investments in, or fully acquire, companies which have the ability to generate future value. Stetson helps companies scale and realize growth by providing

strategic resources in areas of need. Our focus is to help companies generate future value by focusing on innovation, operational efficiency, strategic planning, and ultimately execution.

TARGET SECTORS

Real Estate
Manufacturing
Service Industry
Consumer Goods and Services

TRANSACTION SIZE

We prefer businesses with $1 to $10 million in EBITDA

MANAGEMENT / STRUCTURE

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Stetson desires a majority or shared control investment. While we often take a hands-on approach and perform management functions in-house, we can provide sector experts and executives to augment existing management where necessary.

GEOGRAPHICAL REGION

United States

DESIRED COMPANY ATTRIBUTES

Family businesses / generational transitions
Growth oriented
Sustainable competitive advantage
Companies with unique product or offering
Open to evaluating startup, turnaround, or distressed situations

(817) 766-6400

165 Stonebridge Ln., Suite 120, Southlake, TX 76092

©2023 by Stetson Investments, Inc.

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