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Investment Strategy

Juniper takes a patient and flexible approach to investing. This allows our group to take advantage of opportunities created by special situations and focus on capturing full value from each investment.  


Juniper views each investment as a strategic partnership with the business. Juniper is focused on middle market and lower middle market businesses where the partners have specific skills or experience that help add significant value to the business. This positively impacts the growth and operations for the business as well as the outcome for our investors.  

Investment Criteria

Company Size

Investment Amount

Investment Amount

  • $500 thousand to $5 million EBITDA companies
  • Primarily focused on $1 to $3 million EBITDA companies
  • Selectively goes outside of this range

Investment Amount

Investment Amount

Investment Amount

  • Typically make investments between $1 million and $25 million
  • Selectively goes below $1 million and may go above $25 million with a co-investment


Industries

Investment Amount

Transaction Types

  • Manufacturing 
  • Specialty distribution
  • Business services
  • Healthcare
  • Transportation
  • Selectively looks at other industries 

Transaction Types

Transaction Types

Transaction Types

  • Management buy-outs
  • Industry consolidation
  • Recapitalizations
  • Underperforming businesses

Investment Types

Transaction Types

Investment Types

  • Prefer majority equity investments
  • Selectively looks at minority equity investments
  • Selectively looks at providing short-term debt capital

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