Investment Criteria

Our flexible capital base and unique blend of investing and operating experience make us an ideal partner for owners looking to perpetuate their legacies and management teams looking for the best partner to build world class businesses.

Business Model

Proven/sustainable business model with significant growth prospects

Transaction Type

Management and leveraged buyouts, recapitalizations and growth equity

Capital Flexibility

Hold businesses for “right amount of time”
Match goals with management team

Company Size

Typical revenue: $10 million to $150 million
EBITDA: $3 million to $20 million

Typical Investment

$10 million to $150 million
in each portfolio company

Business Location

United States, Canada

The above parameters represent our “sweet spot.” However, Cognitive has the ability to opportunistically invest in substantially larger companies. Our Limited Partner will partner with Cognitive to invest in transactions up to $500M in enterprise value.