Trendline Capital

Overview

Trendline Capital is a private equity firm focused on making equity investments in lower middle-market companies located primarily throughout the Mid-Atlantic U.S. The firm seeks to partner with owners and experienced management teams of traditional manufacturing, distribution, transportation, and select service businesses to provide growth capital and strategic oversight. Their dual objectives are to create liquidity for business owners and to build great companies. The firm's investment criteria include targeting companies with revenues between $5 million and $50 million, EBITDA of $1 million to $3 million, and requiring equity investments ranging from $2 million to $4 million per platform. Geographically, Trendline Capital primarily focuses on Pennsylvania, Maryland, Delaware, New Jersey, and Southern New York. The firm emphasizes investments in businesses with attractive growth prospects, defensible market positions, and stable competitive dynamics. Trendline Capital's portfolio includes companies such as TAB Industries, a manufacturer of orbital pallet wrapping equipment, and Ecotech Hydro Excavation LLC, a leading vacuum excavation company serving the Mid-Atlantic region. The firm has a history of partnering with management teams to support growth and operational improvements, exemplified by their investment in Ross Technology Corporation, a designer and manufacturer of high-value steel products used in safety, security, and material handling end-markets.

Investment Focus

• Traditional manufacturing, distribution, transportation, and select service businesses
• Revenues of $5 million to $50 million
• EBITDA of $1 million to $3 million
• Equity investment per platform of $2 million to $4 million
• Located primarily in Pennsylvania, Maryland, Delaware, New Jersey, and Southern New York
• Attractive growth prospects
• Defensible market positions
• Stable competitive dynamics

Portfolio Companies