Target Investment Criteria

Seneca Asset Management combines active ownership, industry experience and a partnership approach to drive long-term value for our portfolio companies and investors.

Seneca Asset Management invests in established, high quality businesses in our target industries. We are flexible as to the size, structure and form of our investments, while pursuing opportunities where we can be influential minority investors with board representation.

Investment Size

$20 million to $75 million

Business Characteristics

Proven business models providing necessary products or services Established and attractive unit economics Strong market position, with competitive moats Opportunities for growth Low/no balance sheet leverage Strong, aligned management Structuring Approach Target companies are generally private Capital provided for growth/expansion, acquisition financing, optimize capital structure or shareholder liquidity needs Generally seek influential minority ownership position with Board representation Target holding period of 3 to 7 years.


Portfolio Companies

Increase Profitability

At Seneca Asset Management, we invest in companies that represent an array of industries, geographies and stages, including buyout, growth equity, and mezzanine. Learn more about the active portfolio companies we have supported as a direct co-investor.