Mulberry Investment Group

Overview

Mulberry Investment Group is a Richmond-based private investment firm specializing in acquiring majority positions in small private companies operating in niche markets. The firm focuses on providing liquidity to owners facing retirement and succession issues, investing capital to build upon the success of the companies it acquires. With $10 million of committed equity capital and no outside investment committees, Mulberry is able to make quick decisions about potential investments. Once in the acquisition process, the firm works efficiently and creatively to structure transactions that meet the objectives of sellers. The firm's investment criteria include targeting companies with revenues greater than $2 million and free cash flow between $500,000 and $2.5 million. Preferred industries are niche manufacturers of consumer or industrial products, differentiated service companies, value-added distribution, and franchise build-out opportunities. Mulberry prefers to invest in companies that have day-to-day management in place but is willing to actively manage businesses on a transitional or full-time basis as necessary. The firm has a preference for Virginia-based companies but considers opportunities across the United States. Mulberry's approach is characterized by a commitment to providing liquidity to owners facing retirement and succession issues, investing capital to build upon the success of the companies it acquires. The firm emphasizes quick decision-making, efficient and creative structuring of transactions, and active management when necessary to achieve the objectives of sellers. This approach has enabled Mulberry to establish a strong presence in the private investment sector, focusing on small private companies with demonstrated strong operating records in well-defined niche markets.

Investment Focus

• Revenues greater than $2 million
• Free cash flow between $500,000 and $2.5 million
• History of stable cash flows
• Defensible market position
• Growth potential internally or through acquisition
• Preference for Virginia-based companies