Approach & Criteria
Approach & Criteria

Partnering with management teams, sellers and founders to accelerate growth and value creation

Our approach

We believe in a hands on approach. Our investment and operation teams work with management to tailor our OTXTM value creation plan based upon the unique needs of each company and look to utilize our experience and relationships to drive transformational change.

Industry focus

Business Services

  • Business Process Outsourcing
  • Marketing Services
  • Information Services
  • Environmental Services
  • Facility Services
  • Industrial Services
  • Infrastructure Services
  • Legal & Financial Services
  • Transportation & Logistics
  • Human Capital Management


  • IT Services
  • GTM
  • Legal Tech
  • Workflow Management
  • Healthcare IT
  • HR Software
  • Cybersecurity
  • DevOps
  • Vertical Software
  • Other Tech Enabled Services


  • Aerospace & Defense
  • Building & Infrastructure
  • Electrical & Power
  • Manufacturing
  • Paper & Packaging
  • Specialty Materials
Investment criteria
  • Middle market companies in the Technology, Industrials and Business Services sectors
  • Control investments with EBITDA of up to $40 million
  • Family or individual owned businesses, corporate divestitures and private equity backed businesses
  • Equity investments of $15 million to $200 million
  • Value creation opportunities through strategic investments and an operationally focused strategy