Morris Capital Group is a private investment firm that specializes in the acquisition and recapitalization of small to middle market, privately held companies. Morris Capital Group's strategy is to maximize the return on the firm's equity investments by profitably growing its portfolio companies through internal growth initiatives, operational improvements and strategic acquisitions. The background of Morris Capital Group's partners sets the firm apart from other private equity firms, and uniquely positions the firm in its targeted segment.

Morris Capital Group pursues investment opportunities that can be categorized as either Acquisition or Structured /Growth transactions.

Acquisitions typically include the following situations:

  • Buyout of privately held company.
  • Acquisition of divisions of larger companies.
  • Recapitalization of family-owned or closely held companies, designed to achieve liquidity without going public.

Structured Transactions typically include the following situations:

  • Minority Investments in private, cash flow positive companies.
  • Capital for recapitalization and balance sheet restructuring.
  • Companies that are seeking capital to fund rapid internal growth.

Morris Capital Group looks to acquire a majority or all of a company, but will consider minority investments in proven companies with proven management. Headquartered outside of Atlanta, Georgia, Morris Capital Group will acquire nationally, but will give more attention to Southeastern opportunities.

Investment Criteria:

Morris Capital Group generally targets companies with Revenue of between $2 million and $20 million. The targets will usually have between $1 Million and $5 Million of EBITDA.

Morris Capital Group holds a majority ownership position in most of its transactions. However, the firm will consider making a significant minority investment of growth capital in proven companies with proven management.

Key Criteria
REVENUE $2 MM TO $20 MM
EBITDA $1 MM To $5 MM
DEAL VALUE $1 MM To $20 MM
GEOGRAPHY U.S., with a preference for the Southeast

While each situation is unique, the common characteristic of the companies that Morris Capital Group will consider include: proven management; defensible market positions; value in the product or service supply chain; attractive industry fundamentals; record of consistent, predictable cash flow; scalable core competencies.

Referrals:
Morris Capital Group welcomes investment proposals and referrals from business owners, advisors and Intermediaries. We will pay reasonable referral fees provided such fees are pre-negotiated and agreed to in writing.

Contact:
Bill Morris at billmorris@morriscapitalgroup.com

Services Offered

Contact Us

Morris Capital Group 555 North Point Center East,
Suite 400
Alpharetta, GA 30022

Phone: 770-235-1415 Fax: 866-305-4941

Email: info@morriscapitalgroup.com