Investment Strategy
AUA Equity seeks to invest in companies in the consumer, media, and business services sectors as well as Hispanic-oriented companies and family-owned businesses located in the United States. We target companies that benefit from changing demographic trends in the United States with a particular emphasis on the growing Hispanic population. In addition, we are interested in companies that benefit from current macro trends that affect consumption habits, media and marketing opportunities, and outsourced business services.
Our targeted industry focus and specialization provides the following benefits:
- Allows AUA Equity to find value in investment opportunities that others don't see
- A quicker diligence and transaction process which is focused on the key items relevant to that business or industry
- Allows management teams to utilize AUA Equity's real-life operating and industry experience as a guide in decision making and execution of business plans
| Target Industries | ||
| Consumer | Media | Business Services |
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Investment Criteria
Transaction Size
- EBITDA: greater than $3 million
- Enterprise value: $15-175 million
- Equity investments: $10-30 million (including co-investments)
Transaction Types
- Leveraged buyouts / management buyouts
- Buy-and-build/roll-up strategies
- Growth equity
- Recapitalizations
Company Profiles
- Stable and recurring cash flows
- Attractive growth prospects
- Strong product or service
- Sustainable competitive advantages or barriers to entry
- Positioned to benefit from demographic trends
- Strong and committed management teams
- Ability to expand or enhance brand or market presence