Criteria
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Our
Criteria Are Straight Forward.
What
do we typically invest in?
Sectors
Fischer Investment Capital primarily looks for opportunities in manufacturing
and services in the following markets: Consumer Durables, Housewares,
Hardware, Apparel, Industrial Products, Consumer Goods, Plastics, and
Packaging. Investments in other areas are considered on an opportunistic
basis.
Size
FIC generally considers companies that have annual revenues of $1 to
$30 million.
Profile
Prospective investments are companies that have strong competitive
positions and are poised for accelerated growth. Their competitive
positions are characterized by either proprietary products or processes.
Prospects are in need of additional support to enter the next stage
of their growth cycles. Some companies need capital and guidance during
accelerated growth. Other companies need financial and strategic help
to restructure operations in a changing competitive environment. FIC
looks for situations in which it can assist a company to more effectively
leverage its assets. Fischer Investment Capital also will consider
turnaround opportunities.
Who
do we typically invest with?
FIC's ability to structure deals with creativity and flexibility separates us
from larger investment companies. We prefer to structure deals such that management
earns a meaningful equity stake in return for high quality performance. While
we encourage independent thinking among our management partners, we are an active
investor who values collaboration. FIC rewards entrepreneurial managements who
have both the drive to succeed and who communicate and share ideas.
Where do
we invest?
FIC invests in opportunities across the continental United States. Due to the
location of its offices, FIC emphasizes its efforts in the Midwest and on the
East Coast.
Where do
we get funding?
Fischer Investment Capital raises equity funds from wealthy entrepreneurs who
want to invest in small private companies. These investors are not only a source
of capital, but also an invaluable knowledge network.
Fischer Investment Capital also employs debt capital. FIC has fostered a multitude
of relationships with lenders across the country. We consider our lending relationships
a key resource. FIC strives to continually strengthen and expand this branch
of our knowledge network as well.
Do we work
with intermediaries?
Fischer Investment Capital welcomes the opportunity to work with intermediaries.
FIC treats all information with the highest confidentiality and will execute
appropriate non-disclosure agreements.
Will we invest
in companies that do not fit all of our investment criteria?
FIC views itself as an opportunistic organization. FIC's ability to think creatively
and act flexibly enlarges its set of profitable opportunities. Therefore, we
will look at investments that do not exactly match the ideal described above.
However, since FIC focuses on opportunities to add value, we likely will give
preference to those deals that most closely match our criteria.
Download
Our Investment Criteria (PDF)
Copyright © 2003 Fischer Investment Capital. All Rights Reserved.
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