Forge Capital seeks to invest in successful companies facing competitive and operating challenges, in industries with growing demand and positive economic trends.

Our investment criteria include:

• Manufacturing or business-to-business service companies serving the air filtration, water treatment, healthcare, or power industries, or other attractive niches
• Middle-market companies with revenues of at least $10 million
• Cash flow or EBITDA margins of at least 10%
• Companies with a strong reputation/brand with defensible market share
• Companies with interesting growth opportunities through
  • Industry consolidation
  • Product line expansion/extension
  • International expansion
• Companies with a diversified customer base with no significant customer concentrations
• Companies with strong, sustainable value creation from products or services with unique technology, manufacturing processes or distribution systems
• Companies with operational opportunities through
  • Reengineering products or manufacturing processes
  • Applying technology for product differentiation or product line expansion
  • Responding to changing needs or industry dynamics
• Companies headquartered in the Southeast, Mid-West, or Mid-Atlantic
• Ownership interested in a friendly acquisition

If you own, manage or represent an agent/intermediary of a company satisfying our investment criteria, we invite you to contact us to explore mutual interest in a transaction. We commit to prompt consideration of your unique situation and prompt determination of further interest in pursuing the opportunity.