Investment Criteria

NaviMed partners with exceptional management teams and entrepreneurs to build leading healthcare businesses. We create value by providing capital to support both organic and inorganic growth, while leveraging our deep healthcare expertise and relationship set.

Key Investment Criteria

  • Strong historical growth rates
  • North American companies
  • Control and substantial minority investments
  • Equity investment of $5 to 30 million (ability to invest significantly more if needed)

Company Scale Profile

Platform Investments

  • $10 to $100 million of revenue
  • Up to $10 million of EBITDA

Add On for Investments for Portfolio

  • Greater than $1 million of revenue
  • No minimum EBITDA requirement

Typical Transaction Profiles

  • Roll-ups and industry consolidations in partnership with senior industry executives
  • Succession transactions in family owned businesses
  • Recapitalizations from early founders and investors
  • Corporate carve-outs and divestitures
  • Management buyouts

NaviMed looks for strong growth vectors including:

  • Organic growth from market or product line expansion
  • Inorganic growth via acquisitions that can grow scale, product breadth, and geographic penetration


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