IBS Private Equity & Growth Capital

IBS Institutional Capital, an IBS Investment Bank sister company based in Wellington, FL, provides the capital and expertise necessary to facilitate owners’ and shareholders’ goals for corporate growth through recapitalizations of owner-operated businesses, corporate divestitures, restructurings, or special situations.

In addition to the substantial capital contributions made by IBS’s principals to closely held funds, IBS undertakes investments on behalf of both institutional and ultra-high-net-worth investors, with limited partner relationships established as early as 2004. 

We work with family offices, founders, management teams, and boards of directors to drive growth and build enterprise value. Led by our entrepreneurial spirit, we specialize in situations requiring creative capital to achieve opportunistic outcomes.

• Size: Lower middle market companies up to $50MM in annual revenue may consider EBITDA flat or unprofitable businesses for add-on transactions.
• Geography: Tier 1- South Florida, Tier 2 Southwest, Central Florida, or Texas (Major MSA), Tier 3 - Midwest.
• Control: Preferred
• Management: Continuity preferred
• Investment Themes: Specialty Manufacturing, Infrastructure, Professional Services, Aviation, Aerospace, and Defense. 
• Transaction Types: Management and shareholder buyouts, recapitalizations, growth capital, corporate divestitures, and add-on acquisitions.

IBS Institutional Capital’s investment strategy is founded on five pillars: 

• Domain Experience
• Market Focus
• Proprietary Transaction Sourcing
• Opportunistic Capital
• Strategic Process

As a framework for our decision-making, these pillars have contributed to IBS’s systematic, repeatable, and disciplined investment successes.