Referred By:Mark Brodson
Fund NameAnderson Group
Websiteandersongroup.com
About Fund

The Anderson Group is an operationally-oriented private equity firm focused on acquiring control positions in companies at the lower end of the middle market (revenues between $10mn and $100mn, although we have looked at select opportunities both above and below this range). Founded in 1985, we typically invest in three to five companies in a typical year. Although we do not have a specific industry focus, we typically acquire businesses in the niche manufacturing, distribution or service industries. New platform investments must be headquartered in either the US or Canada; although, add-on investments can be located anywhere in the world as the majority of our portfolio has an international presence. We tend to focus on three broad types of transactions as we feel our operational experience affords us the greatest opportunity to create value in these situations:

Leveraged Recapitalizations of Performing Businesses (situations in which ownership is desirous of reinvesting in at least 30% of their business alongside Anderson and where Anderson believes that its operating experience can be leveraged to generate significant growth in profitability);
Special situations investments (corporate orphans, generational sales with owners wanting to retain a significant equity portion in their businesses or transactions that are difficult due to the lack of a clear exit strategy, customer concentration, out of favor industries, etc.); and,
Under-Performing/ Turnaround investments (companies demonstrating no clear growth trajectory, 363 sales, sponsorship of Chapter 11 reorganization plans, investments in troubled companies, etc.).
The Anderson Group is not an institutional fund; we are investing our own committed pool of capital. As such, we do not have to worry about capital calls, investment approval processes, mandates and holding periods. Thus, we can offer a faster approval/transaction process, a certainty to close, flexibility in equity ownership and an ability to invest throughout the capital structure that other funds often cannot. Our structure also allows us to work with portfolio companies without the outside pressures and requirements of institutional investors. For more information about the Anderson Group please go to www.andersongroup.com.

Top Line Revenue Targets$10M to $50M
Industry of Focus #1

Leveraged Recapitalizations of Performing Businesses (situations in which ownership is desirous of reinvesting in at least 30% of their business alongside Anderson and where Anderson believes that its operating experience can be leveraged to generate significant growth in profitability);

Industry of Focus #2

Special situations investments (corporate orphans, generational sales with owners wanting to retain a significant equity portion in their businesses or transactions that are difficult due to the lack of a clear exit strategy, customer concentration, out of favor industries, etc.); and,

Industry of Focus #3

Under-Performing/ Turnaround investments (companies demonstrating no clear growth trajectory, 363 sales, sponsorship of Chapter 11 reorganization plans, investments in troubled companies, etc.).

Additional Comments or Notes

The Anderson Group is not an institutional fund; we are investing our own committed pool of capital. As such, we do not have to worry about capital calls, investment approval processes, mandates and holding periods. Thus, we can offer a faster approval/transaction process, a certainty to close, flexibility in equity ownership and an ability to invest throughout the capital structure that other funds often cannot. Our structure also allows us to work with portfolio companies without the outside pressures and requirements of institutional investors. For more information about the Anderson Group please go to www.andersongroup.com.