Investment Criteria


MoonSail Capital is seeking investments that generally fit the following criteria

Sectors of Focus

• Multi-Site Healthcare Services
• Physician Practice Management
• Home Health & Hospice
• Technology Solutions & Telemedicine
• Behavioral Health

Business Services
• Staffing and Human Resource Solutions
• Claims Management & Insurance Services
• Remediation & Restoration
• Tax and Accounting Solutions

Niche Consumer Services
• Fitness & Wellness
• Coffee Roasters and Specialty Food Products
• Nutritional Supplements
• Post Secondary Education

Typical Transaction

• Lower Middle Market

• Founder & Family Owned

• EBITDA $2-$6 million

• Primarily control buyouts; will consider minority and other structured debt and equity investments

• Geographic Focus: U.S. mainland and special situations in Puerto Rico

• Businesses that may benefit from the strategic guidance provided by MoonSail’s operating executive network

Deal Characteristics

• Businesses transitioning to scalable business models and viable platforms

• Poised for technology and/or infrastructure change

• Prospects for operational improvements

• Strong customer relationships, and strong competitive positions

• Potential for multiple expansion through M&A and organic growth

• Strong macro tailwinds

• Fragmented markets ripe for industry consolidation

• Businesses requiring assistance filling out organizational chart