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    Investment Hypothesis

    FOCUS

    Hardy Capital makes significant investments in established, well-run companies with a proven track record of success and a sustainable competitive advantage. We have experience in a broad range of industries, including the service, manufacturing and distribution sectors.

    FORM

    Our investments take the form of equity, debt or convertible debt that can be used to finance a transaction (e.g. management buy-outs and corporate divestitures) or to fund growth opportunities. We invest from our own Evergreen fund which has current assets of approximately $250M.

    SIZE

    We are seeking to make investments in companies 3 years operating history and earnings/EBITDA in the range of $5M to $100M, or higher in certain circumstances. We are also interested in opportunities below this size range if they are a potential strategic fit with one of our existing portfolio companies or experiencing explosive growth.

    HORIZON

    Hardy Capital is unique in that we run our own money, so we do not have a mandated timeframe for each investment. That said, we have found that most investments span 4 to 7 years. We believe that the best way to maximize the value of our investments is to position each company for continued success well beyond our typical investment horizon. Therefore, we focus on sustainable, long-term achievements rather than short-term financial gains.