Orion As Private Investor

Investing as a Principal  
Orion will act as a principal by directly investing its funds to support acquisitions, growth, and recapitalization.

Investment Approach  Our investment approach involves:
    • A middle-market manufacturing, distribution or service company.
    • An investment in companies that have annual cash flow of $2,000,000 to $4,000,000.
    • A flexible financing structure. Investments may be in the form of pure equity,       subordinated debt or redeemable preferred stock, or secured bridge loans as       requirements dictate.

Investment Philosophy  Our investment philosophy involves:
    • A preference to invest with a management group that is presently running the       company, but will also consider the acquisition of companies by management with       recent and relevant industry experience.
    • No requirement for a controlling equity position.
    • A goal to grow the company profitably and remain an investor until the       management/co-owner wants to divest.

private investing