Investment Criteria
Middle Market Investment Services
At ZPF Capital, we help middle-market businesses build for tomorrow by providing strategic investment, operational excellence, and partnership-driven growth.
We focus on companies with strong fundamentals, long-term potential, and leadership teams that share our vision for sustainable success.
Investment Parameters
We take a disciplined, global approach to identifying and investing in businesses that align with our strategic philosophy.
Transaction Types
- Majority equity ownership positions in high-quality lower and middle market companies
- Partnerships with family-owned, entrepreneur-led, and employee-owned businesses
- Interest in corporate carve-outs and financial sponsor-owned companies
Geography
Global focus with a strong interest in founders seeking to exit responsibly while preserving their legacy
Company Size
- EBITDA of $5 to $7 million at initial investment
- Open to add-on acquisitions of any size or geography to support platform expansion
Investment Characteristics
Our portfolio companies typically demonstrate:
- Strong culture and values
- Secure competitive position
- Proven history of growth in attractive markets
- Recession-resilient and inflation-protected business model
- Robust free cash flow and margin profile
- Clear opportunities for strategic M&A (e.g., fragmented industries or actionable acquisition targets)
Sectors We Invest In
We target sectors with long-term potential, steady cash flows, and opportunities for value creation.
- Business Services
- Industrials
- Manufacturing & Niche Manufacturing
- Logistics
- Maintenance Services
- Consumer Products
- Food
- Household Products
- Pet Care
- Industrial Products
- Chemicals & Specialty Materials
- Engineered Products
- Packaging
Add-on Acquisitions
We believe in a “buy and build” approach to accelerate scale and strategic transformation.
ZPF Capital portfolio companies often complete multiple add-on acquisitions during our ownership period.
We continuously seek synergistic opportunities that strengthen our platform investments, regardless of size or geography.
01. Consultation and Assessment
- Personalized Consultation: Meet with our expert advisors to discuss your financial challenges and aspirations.
- Comprehensive Evaluation: We analyze your current financial position, investment portfolio, and risk exposure to identify key opportunities for improvement.
02. Customized Strategy Development
- Tailored Financial Planning: Our team crafts a bespoke investment and wealth management plan aligned with your short- and long-term objectives.
- Strategic Roadmap: We define clear, actionable steps designed to optimize growth, manage risk, and ensure sustainable financial performance.
03. Implementation and Support
- Seamless Execution: We implement your financial strategy with continuous oversight and proactive adjustments.
- Ongoing Partnership: Through regular reviews and transparent communication, we help you stay aligned with evolving market conditions and financial goals.
Precision in Financial Steps
Hear What Our Clients Say
Trusted by Leaders, Proven by Results
At ZPF Capital Partners, our reputation is built on trust, precision, and measurable results. From startups to established enterprises, our clients rely on us to guide their financial growth with confidence and clarity.
ZPF Capital Partners transformed our approach to financial management. Their insights helped us streamline operations and reinvest strategically for growth. The team’s professionalism and market expertise are unmatched.
