CTA Financial LLC is a private investment firm focused on small to medium sized acquisitions of founder or family owned businesses. We seek exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeho…
CTA Financial LLC is a private investment firm focused on small to medium sized acquisitions of founder or family owned businesses. We seek exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.
Investment criteria: EBITDA minimum $3 MN, EBITDA margin 10%+, no minimum EBITDA for add-ons
Industries of interest: Consumer and business services, industrials, multi location models, automotive aftermarket
Geographic interest: USA and Canada (majority of sales)
Team (1)
Recent Transactions (2)
CTA Financial LLC
Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers, Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing
acquired
Oil Changers
February 2018
CTA Financial LLC
Chemical and Allied Products Distributors (Wholesalers), Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Supplies Distributors (Wholesalers), Lumber and Other Construction Materials Distributors (Wholesalers), Metal and Mineral (except Petroleum) Distributors (Wholesalers), Paint, Varnish, and Supplies Distributors (Wholesalers)
acquired
John N Fehlinger Co. Inc
July 2015
Sectors CTA Financial LLC serves:
Industrials
Business Services
Health Care
Consumer Services
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