Orchard Holdings Group

Overview

Orchard Holdings Group is a private investment firm that invests patient, family capital in businesses with the potential to create substantial long-term value. Their principal objective is to create strong partnerships with exceptional management teams to build great businesses. Orchard's approach is to identify situations that are well-served by an investment partner who is aligned with the goal of optimizing long-term potential while safeguarding legacy, without the short-term considerations of institutional private equity funds. They provide an important alternative to companies and executives that want the flexibility to build great companies over time and are in search of committed partners. Orchard's strategy combines the benefits of a family office heritage and approach with institutional training, processes, and rigor. Orchard is primarily interested in investment opportunities throughout the United States and Canada and typically invests $20 to $75 million of equity per platform. Due to their flexible capital and long-term focus, they can consider transactions that have extended payoff cycles, lumpy cash flow, and/or limited exit alternatives. Orchard does not invest in opportunities in which they perceive there to be exogenous, event, technology, or business model risk. They are open to majority or creatively structured strategic minority investments. Orchard Holdings Group's predecessor was formed in 2003 to invest on behalf of a select group of long-term private investors. From 2010 to 2022, Orchard's principal led a partnership with a large multi-billion dollar family to operate a captive single-family office direct investment platform. Orchard's partners have worked together for over a decade developing a unique investment approach leveraging flexible, long-term capital. Orchard Holdings Group operates and partners with management teams and companies that share a core set of values: Integrity, Curiosity, Creativity, Discipline, and Humility. They believe these values, combined with a results-oriented culture and constant sense of urgency, are critical to approaching their principal objective.

Investment Focus

• Established, profitable companies with revenues of $20 to $250 million and EBITDA of $5 to $25 million
• EBITDA margins of 10% or more
• Companies seeking long-term, patient capital for growth or buyout opportunities

Portfolio Companies