Investment Strategy & Criteria
Investment Strategy
The Apen Group invests in successful, lower-middle market companies in the healthcare and social services industries. We seek companies that will add value to the firm through integration and collaboration with our existing portfolio companies.
Our focus on collaboration between healthcare and social services organizations enables whole-person focused care management with long-ranging positive impacts on the communities and people we serve.
Criteria
Management: Founder Operated or 3+ Years
Company Existence: 5+ Years
Location: North America
EBITDA: $1,500,000-$100,000,000
Transaction Type: Acquisition, Majority Equity Position
Areas of Focus
Healthcare
Senior Care:
● Skilled Nursing Facilities
● Assisted Living Facilities
● Hospice
● Home Health
● Home Care
Behavioral Health:
● Addiction Treatment
● Mental Health
● Eating Disorders
● Autism & Related Disorders
● Pediatric Development
Social Services
Education:
● Special Education
● Vocational Education
● Skills Building Programs
Human Services:
● Foster Care Management
● Justice System Interventions & Alternatives
● Government Funded Transportation
Wellness:
● Fitness Centers
● Athletic Instruction
Criteria varies by sector, market position, and location. For sector-specific criteria, please click here.