Blue Marlin leverages the unique value that each Capital Partner brings — whether sourcing, due diligence, managing, or simply investing — to locate and evaluate direct investment opportunities and achieve profitable exits.
INVESTMENT APPROACH
Acting on behalf of our Capital Partners, Blue Marlin organizes and manages the direct investing process. Blue Marlin and its Independent Investment Committee drive a rigorous and disciplined due diligence process before approving any opportunity. This is followed by active post-closing participation through board representation, management consultation, business improvement and active monitoring.
INVESTMENT FOCUS
Blue Marlin targets investments in established, profitable lower middle market businesses with attractive valuations, obvious growth paths, and clear exit opportunities. Target investments will cover a range of industries and business verticals where Blue Marlin management, advisors, and Capital Partners possess substantive experience and expertise.
REVENUE
$10 — $250 MM
(ability to go higher)
INVESTMENT SIZE
$10 — $100 MM
(ability to go higher)
INVESTMENT TYPES
Control Acquisition &
Non-Control Investment, Recapitalization & Growth Financings
COMPANY PROFILES
Strong Management Team, Proven Business Model & Substantial Cashflow
INDUSTRIES
Software, IT and Telecommunications
Energy, Natural Resources and
Industry Services
Aerospace Defense & Government and Cybersecurity
Logistics
Healthcare and Medical devices
Manufacturing
Our Capital Partners are owners of Blue Marlin Partners and are all experienced operators and extremely involved in our portfolio companies building value as Board Chair, Board Member or Advisor.
Our partners have operated, are still operating and/or may operate businesses again in industries such as:
• Professional Sports
• Real Estate Development
• Maintenance
• General Service
• Retail Chains
• Energy Services
• Financial Services
• Technology
• Marketing
• Health Care