Investment Focus

Sienna focuses on acquiring companies at the smaller end of the middle market (generally defined as companies with revenue of up to $200 million).  We will consider buyouts, recapitalizations and growth capital and make investments in the form of equity and/or subordinated debt. 

Ideal Partner Company Characteristics

• Annual free cash flow of between $5 and $10 million (minimum $3 million)
• Led by an accomplished operator or core management team
• Based on the West Coast
• Stable operating history, sustainable business model and favorable long-term prospects
• Majority investments preferred

Preferred Markets

• Retailing and restaurants
• Business services
• Financial services
• Commercial real estate

Our Investment Process

• We take a flexible approach to transaction structures to accommodate unique owner issues
• We have the in-house capabilities needed to complete an investment quickly
• We take our commitment to confidentiality seriously
• We approach every negotiation through a lens of reasonableness, professionalism and integrity
• We invite our potential partners to speak with the management teams at our existing partner companies to learn more about how we work and conduct ourselves