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Investment Strategy

With decades of experience exclusively serving our target sectors, BDI Partners is uniquely positioned to create extraordinary value by building industry-leading enterprises.

Specialized Investment Focus

We partner with entrepreneurs, management teams, and owners of growing lower-middle market companies serving one industry – the Built Environment – and leverage our specialized knowledge, expertise, and relationships in the industry to actively add value to our partner businesses.

We are exclusively focused on the lower-middle market. These businesses are in an exciting position in the broader Built Environment market and are poised to benefit from and grow significantly through our strengths of strategy, operational expertise, and industry knowledge and access that we bring to every partner company. Our ultimate goal is be a true partner to the investments we make in an effort to improve long-term sustainability and build extraordinary value for all stakeholders.

Dedicated to the Built Environment

Built Environment – (n). the systems and structures designed, constructed, and managed by people that provide the setting for human activity, ranging in scale from cities and buildings to industrial facilities and all supporting infrastructure.

Professional
Services

Technical, Design, Engineering, and Environmental Consulting Services

  • Design
  • Engineering
  • Environmental Consulting
  • CM / PM for Fee
  • Owner’s Representation
  • Other Niche Consulting Services

Specialty
Services

Infrastructure and Construction Support Services

  • Specialty Sub-Contractors
  • Mechanical, electrical, and plumbing
  • Specialty welding
  • Roofing
  • Technical Services

Operations & Maintenance

Ongoing Maintenance Support Services

  • Facility services
  • Environmental services
  • Industrial services
  • Utility services
  • Testing, inspection, and certification
  • Infrastructure Services
  • Residential Services
  • Energy Services
  • Energy Efficiency / Automation

Building Products, Materials & Tech

Product and Material Manufacturing & Distribution

  • Construction materials
  • Building products
  • Lt. Manufacturing
  • Distribution and logistics
  • Established technologies

Investment Criteria

Transaction Value
~$5 million to ~$50 million
Company Size
~$1 million to $7+ million in EBITDA
~$5 million to $60+ million in Revenue
Sector
Service, product, and technology providers with engrained cultures and focus on human capital management
Strong, often long-standing, reputation in served markets
Management
Flexible, preference for teams that will want meaningful ownership going forward
Commitment
We engage a limited number of investments in each fund in order to dedicate time, attention, and resources to support management teams and optimize results
Equity Check
$3 million to $25+ million of equity with commitment to support follow-on investment funding

Transaction Types

Management Buyout

  • We take a controlling stake to inject capital in partnership with management and aide in growth of the enterprise
  • We create an active solution for all stakeholders to align interests at investment entry and going forward

Family Transition

  • We create value for family companies by helping them execute management transitions
  • We utilize our expertise and contacts to help families transition and grow their businesses through our investment and partnership

Entrepreneur Capitalization/Recapitalization

  • We are uniquely qualified to support entrepreneurs in the next phase of their business through our industry expertise and guidance
  • We work hand in hand with entrepreneurs to achieve their goals

Growth Equity/Minority Position

  • We selectively review and pursue opportunities to support new businesses and management
  • We will also review opportunities where existing management retains majority ownership to achieve business milestones