Symmetric Capital

Investment Strategy

Symmetric Capital invests in growing, profitable companies throughout the U.S. and Canada. Typically owned by their founders, a family, or a small partnership, these businesses have already achieved notable market and financial success, yet their owners and managers choose to bring in a new partner – with capital, relevant experience, deep networks, and a strong track record of collaborative relationships – to build even stronger companies and greater equity value.

Download Symmetric at a Glance PDF

Investment Criteria

Symmetric seeks to invest in and work with proven, profitable, growing businesses. Typically, these companies share the following characteristics:

• Revenues of at least $10 million, and EBITDA of $2 million or more
• Management team largely in place and eager to retain or increase their equity ownership
• Leading market position, sustainable competitive advantages, and continued opportunities for profitable growth
• Low to modest capital intensity
• No prior institutional funding
• Equity capital need of $5-25 million (larger equity investments can be funded through co-investments by our limited partners or other investors)
• Private company or division of a larger entity
• Headquarters in the United States or Canada

Our experience, resources, and streamlined decision process allow us to act quickly and decisively to structure and close investments that meet these criteria.