Investment Criteria​

Synergistic Equity Partnerships

Morales Capital Group follows a steadfast investment strategy tailored to drive long-term growth and value creation. We specialize in equity investments in dynamic, smaller private businesses across the United States, with a keen focus on fostering economic alignment and partnership with capable management teams.

We offer customized equity positions, including shared control and minority equity positions, tailored to the unique needs and objectives of each partner. With our strategic guidance and investment capital, we empower businesses to achieve sustainable growth and unlock their full potential.

Investment Focus

Our focus lies in collaborating with well-established, profitable businesses, typically demonstrating an EBITDA ranging from $1 million to $3 million (with revenue between $3 million and $25 million). We prioritize partnerships with management teams possessing robust industry experience, unwavering integrity, and a commitment to financial investment.

Deal Types

We allocate our investments across diverse industries, encompassing sectors such as service, commercial real estate, distribution, technology, alcohol beverage, and more. Our capital is deployed to facilitate a range of transaction types, including financing for growth and expansion, management buyouts, leveraged recapitalizations, and acquisitions.

Our Framework

Our approach at Morales Capital Group is uniquely crafted to meet the needs of smaller, private businesses in the United States, providing not only investment capital but also valuable practical business expertise. Through our equity investments and tailored structures, we forge genuine partnerships with management teams and business owners, fostering sustainable long-term value.

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