ACQUISITION CRITERIA

Started by Jay Fields in 2017, Philosophy LLC is a research-intensive and operationally-focused fundamental investment firm. We have participated in over $500mm of invested capital across the capital structure in public and private equity. We have $30mm+ of active equity capital as a firm, as well as an extensive capital raising network to close deals and to bring in operational expertise.

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We engage primarily with large companies in helping to solve issues with wholly-owned subsidiaries: human capital, balance sheet, income statement, off-balance sheet, operational, and/or legal.

• Size: $5 to $200 million in revenue (primarily, wholly-owned subsidiaries from large companies).

• Earnings: Profitability not a requirement. Up to $10mm EBITDA.

• Geographic Preference: North America (United States, Canada).

• Characteristics: Significant recurring revenue or lack of customer concentration; primarily businesses without significant capital expenditures. Mission-critical products.

• Industry: Agnostic.

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• Deal Structure: We are open to creative deal structures that fit the needs of the parent company—including structures outside the typical leveraged buyout approach.

If you have a company that meets this criteria, you can reach out to contact@philosophy.xyz and (281) 940-3301.