Our Investment Focus​

Carroll Capital invests in lower middle market companies with attractive business model characteristics and strong growth prospects.

What We Look For

Size Criteria
  • EBITDA of $5M to $20M
  • Enterprise Value of $50M to $250M
  • Preference for majority control
  • Flexibility on size for add-on investments
Business Model Characteristics
  • High value-added product or service offering
  • Mission critical to customers
  • Recurring or reoccurring revenue
  • Best-in-class provider in market niche or local market
Growth-oriented Portfolio
  • Significant growth potential
  • Large, fragmented markets
  • Attractive industry tailwinds

Our Preferred Sectors

Industrial Technology
  • Test, inspection, certification
  • Sensors, controls, automation
  • Flavors & ingredients
  • Advanced materials
  • Specialty instruments & components
Industrial Services
  • Value-added distribution (municipal water and wastewater)
  • Elevator service & maintenance
  • Facilities services (security, HVAC, fire)
  • Industrial maintenance
Health Care
  • Pediatric autism therapy
  • Speech, occupational, physical therapy
  • Specialty components & materials
  • Tech-enabled health care services