Investment Criteria

  • BayView is focused on acquiring controlling interests in small to medium sized business through a variety of transaction types:

    • Buy-outs and Recapitalizations
    • Distressed and Special Situations
    • Corporate Divestitures, Carve-outs and Extractions

  • BayView is a solution provider to business owners, corporate parents and other stakeholders requiring a customized transaction to meet their specific business and liquidity needs. BayView could be an ideal partner for sellers looking to:

    • Monetize an unrealized investment/asset
    • Diversify personal net worth
    • Move away from management role
    • Divest underutilized or non-core asset
    • Sell underperforming asset experiencing financial, operational or market challenges
    • Manage family/generational ownership transition
    • Buy-out part of the ownership group

  • BayView aims to acquire businesses that exhibit one or more of the following characteristics:

    • Differentiated products or services
    • Recurring revenue streams
    • High customer retention
    • Scalable business model
    • Growth potential
    • High barriers to entry
    • Defensible market position
    • High margins
    • Fragmented industries or markets (with opportunities for consolidation)
    • Meaningful and actionable add-on acquisition prospects
    • Strong management team with track record of success
    • Downside protection
    • Solid brand equity
    • High customer switching costs
    • Opportunity to improve execution of business strategy

  • BayView is a generalist investor with the ability to invest across a variety of industries. The BayView team has experience in the following industry sectors:

    • Aerospace & Defense
    • Automotive
    • Business Services
    • Consumer & Retail
    • Equipment Rental
    • Energy
    • Industrials
    • Logistics & Distribution
    • Manufacturing
    • Media
    • Technology
    • Telecom
    • Testing