Investment Criteria

Dunton seeks to partner with companies that have the following characteristics:

Size
  • Revenues of $2mm – $50mm
  • Pretax operating profit above $500,000
  • Gross and pretax margins above 25% and 10%, respectively
  • Ownership position of at least 30%
Type
  • Recapitalizations
  • Expansions
  • Management Buyouts
  • ESOP
Purpose
  • Shareholder Liquidity
  • Estate Planning
  • Growth Strategies
  • Management Buyout
  • Restructurings and Special Situations
Industry
  • Entertainment
  • Industrial Manufacturing
  • Business Services
  • Consumer Products
  • Energy Services
  • Healthcare
  • Transportation
  • Aerospace
Geography
  • Mid-Atlantic
  • Mid-South
  • South
  • Southeast
  • Texas

Special investment opportunities that do not meet our criteria will be considered if a compelling case is made, risks and rewards are appropriate, and our investment criteria can be achieved within a reasonable timeframe.