H. Katz Capital Group backs people with extraordinary vision and talent who have demonstrated the ability to meet challenges and achieve goals. H.Katz Capital Group looks for:

An Experienced Management Team - H. Katz Capital Group believes that the quality of the management team is crucial to the success of a new venture. Strong, committed, seasoned management with a proven track record is essential. An entrepreneur focused on a specific opportunity who has assembled or can attract a talented management team may also warrant financial support. Generally, H. Katz Capital Group seeks dedicated, candid, capable individuals who have demonstrated a high degree of motivation necessary to build a successful business and who wish to continue as our partners.

Growth Businesses - H. Katz Capital Group seeks to provide its capital and expertise to companies with the potential for outstanding growth and expanding markets that are receptive to new ideas or innovative approaches.

Unique Products or Services - Companies that possess a competitive edge in the marketplace are the targets for H. Katz Capital Group. We aspire to businesses that possess proprietary or unique products and services that will hold a leadership share of a stable or growing market segment. Likewise, we look for companies capable of becoming leaders in currently fragmented industries.

Industries– We prefer companies in the following industries:

  • Consumer Services
  • Real Estate
  • Food
  • Restaurants
  • Franchising
  • Healthcare
  • Insurance
  • Media
  • Financial Services

Purchase Price/Valuation – Our preference is companies with post-transaction valuations of up to $150 million.

Structure - Transactions may be structured as one or a combination of the following:

  • Management Buyout
  • Recapitalization (undertaken for estate planning or to reduce over- leveraging of fundamentally sound companies)
  • Joint Venture (in cooperation with strategic corporate buyers)
  • Reorganization (to enable a corporation to spin off a subsidiary or division and retain an ownership stake)