Modi Investment Group is a private investment company specializing in the acquisition and management of established and profitable small and mid-size businesses with attractive growth prospects. Our capital is fully-committed and available immediately to invest in companies that meet our criteria. A…
Modi Investment Group is a private investment company specializing in the acquisition and management of established and profitable small and mid-size businesses with attractive growth prospects.
Our capital is fully-committed and available immediately to invest in companies that meet our criteria. As a hands-on investor, we specifically look for business owners who are seeking to retire or simply transition away from management responsibilities. We work directly with the company's existing management team with a goal to secure the immediate and long-term success of the company.
Balancing Continuity with Transition for Growth
We manage the transition to maintain continuity in leadership and day-to-day operations while simultaneously positioning a company for future growth. Our experience as operators provides business owners with the confidence that the company, its employees, and its reputation are poised for continued success.
Focus on Long-term Value Creation
We recognize that successful businesses take time to build. We do not impose pre-determined timelines on our investments, preferring a truly long-term investment horizon. This view towards growth over the long-term sets the stage for decision making and leads to meaningful, sustainable growth.
Deal Terms that Align with Business Owner Objectives
Our structure enables flexibility to accommodate business owners' unique objectives in the sale of a business. Whether it's timing, deal structure, creative tax planning, post-acquisition involvement, retaining a stake in the business, or an outright exit, we can work with business owners to achieve their goals, while ensuring minimal business disruption.
Investment Criteria
Adjusted EBITDA up to $5 million
Provider of differentiated products or services (branded or proprietary)
Experienced management team in place, but open to transition
Scalable with highly recurring revenue base
History of consistent and stable profitability
Diverse customer base without significant concentrations
Geographical focus across the United States
Industries of Interest
Facilities Maintenance
Consumer Products and Services
Retail & Restaurants
Niche Manufacturing
Industrial Products and Services
Valued-added Distribution
Real Estate
Business Services
Other sectors on a case by case basis
Transaction Types
Leveraged buyouts of retiring or majority owner
Recapitalizations
Family succession transactions
Corporate divestitures
Industry consolidations
Special situations
