Jupiter’s investment objective
is to achieve superior absolute returns, while doing so on an attractive risk-adjusted basis.

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REAL ESTATE
MARKETABLE SECURITIES

Principal Investment Areas

Jupiter’s private equity activities are focused on acquiring controlling interests in excellent middle market companies with strong management at fair valuations.

We are actively seeking new investments and encourage executives, investment banking firms, business brokers, attorneys, accountants and business owners/managers to contact us with investment opportunities, ideas or questions. We have no committees and respond rapidly as to whether we’re interested in a particular opportunity, typically within a few days.

Acquisition Criteria

    • Management and Leveraged buyouts (MBO & LBO)

    • Recapitalizations

    • Corporate divestitures

    • Growth and expansion investments

    • Established and defensible market position (unique or proprietary products, services or customers; or product, cost or other advantages)

    • Quality management in-place (we are prepared to augment, but not replace)

    • Established and profitable operating history with healthy operating margins and proven free cash flow generation

    • High returns on invested capital

    • Attractive growth prospects, both internal and external

    • Stable or growing markets with limited cyclicality

    • Limited risk of technological obsolescence

    • Simple, understandable businesses

    • Fair valuation

    • Headquartered in the U.S., with a preference to Western U.S.

    • Total enterprise values ranging from $25 to $500 million

    • Controlling equity investments of $5 to $100 million

    • EBITDA of $5 million or greater

    • Company revenues of $25 million or greater

  • We are generalist investors, and industry segment is our least important criterion.

    Industries of interest and experience include:

    • Consumer Products and Services

    • Retail & Restaurants

    • Franchisors/Franchisees

    • Business Services

    • Basic Manufacturing

    • Value-Added Distribution

    • Healthcare Services

    • Energy, Transportation & Distribution

    Investment areas typically avoided include:

    • High technology

    • Biotechnology

    • Startups

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PRIVATE EQUITY

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