Investment Strategy

Acting as an industrial holding company, Blue Ridge Industries will be deeply involved in the strategies and operations of its portfolio companies. The company anticipates acquiring five businesses within the next three years.

Our investment strategy is as follows:

Corporate Finance Flexibility

To allow greater corporate finance flexibility for fund raising and distributions while maintaining economies of scale provided by the services of BRI itself, each acquisition made by Blue Ridge Industries will be structured as a stand-alone special purpose vehicle entity (SPV) rather than holding all portfolio companies under a single holding company.

Maximum Shareholder Return

Each special purpose vehicle entity (SPV) will be structured with the appropriate senior debt, sub-debt and equity for maximum shareholder return and will capitalized properly for long-term success.

Acquire Controlling Positions

Blue Ridge Industries will acquire controlling positions in companies throughout the Southeast with a minimum of $2 million of EBITDA. Manufacturing, service, and industrial distribution businesses are preferred.

Target Net Internal Rate

Our target net internal rate of return to investors is 20% to 30%.

BRI provides key administration services, including banking, acquisition services, finance, legal, audit, insurance, human resources and strategic direction. BRI has longstanding relationships with investment bankers, commercial bankers, lawyers, accountants, insurance brokers and other investment professionals to assist in the overall deal flow.