Bold Disciplined Results Oriented
creating lasting positive outcomes
WHO WE ARE
BERE Capital invests in lower middle market companies amidst transition in the retail and hospitality industry, business services and REIT development capitalization. Whether a company is experiencing a generational shift, period of high growth or changes in business cycles, we seek opportunities to create lasting change in today’s disruptive environment by leveraging technology and a strong operational focus to eliminate inefficiencies and unlock new business opportunities.
proudly officed in Dallas, Texas
Investment Guidelines
FOCUS
Lower Middle Market
GEOGRAPHY
United States
INDUSTRIES
Retail and Hospitality, Business Services and REIT Financing
FINANCIAL METRICS
Revenues up to $250M + EBITDA of $3M - $15M
DEAL TYPES
Majority Buyouts + Structured Equity Divestitures
INVESTMENT SIZE
Up to $150M per Platform Investment
Investment Philosophy
Sound investment requires a comprehensive approach. BERE Capital provides strategic guidance to our portfolio companies with expertise focused on financial, operational and technology improvements. We believe combining the right capital partner with a focus on operational excellence and technological innovation will drive lasting change and impactful growth.
Capital
Focused on Debt and Equity Investments with Opportunities for Value
Operations
Financial Reporting, Industry Expertise and Governance
Growth
Renewed and New Channels for Growth
New Age
Modernization and Technical Innovation
"Success of the past and size of the organization is no guarantee of the future. The average life of a Fortune 500 company in 1960 = 75 years. Today, it's 15 years"
- Harvard Business Review
BERE FORMULA
