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Investment Criteria

The Walnut Group’s criteria requires the following vital elements to be present:

Outstanding management with a track record and a thorough understanding of the business
Committed operating leadership, with time, money, emotion, and reputation invested in the company/venture (i.e., “feet in the fire”)
The company/venture should be poised and/or is advancing into real economic growth and critical mass
Plant, machinery, equipment, manpower, and intellectual property are substantially in place to do materially more business
The company/venture has few “moving parts” . . . a definite preference for industries that are recession resistant
The company/venture has a clear market niche and products that compete on more than just pricing (i.e., value-added)
Identification of a viable two to five year exit strategy
“1+1=3” synergy, whereby a company exists in the combination of management’s thorough understanding of the business and The Walnut Group’s experience in dealing with rapid and emerging growth (i.e., strength in financial, strategic planning, and other growth hurdles)
A basic intuition, or instinct for the deal
Positive ‘chemistry’ between the operating team and The Walnut Group
Continuing relationships with partners, investors, lenders, and other professional affiliates are important building blocks in our growth.
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Cincinnati:  312 Walnut Street Suite 1151 Cincinnati, Ohio, 45202  [513-651-3300]
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