Our Approach

JFLCO's private equity investment strategy is designed to leverage the firm's deep sector and operational expertise to help acquired companies unlock value and achieve their full potential

$15 - $150M+
PLATFORM EBITDA

EBITDA of $15 to $150+ million

North America & Europe
GEOGRAPHY

Preferred location of headquarters

$75 - $750M+
PLATFORM EQUITY

Fund equity capital of approximately $75 to $750+ million, with a history of partnering with limited partners on larger investments

FLEXIBLE
ADD-ON INVESTMENTS

Adjacent geographies, products and service offerings of any size

The aerospace, defense, maritime, government, environmental and infrastructure industries are complex and often highly regulated. We believe our deep sector expertise and network of relationships are valuable to management teams as they pursue growth in these markets. Our industry focus provides other important advantages to our partners, including the ability to:

Proactive, direct sourcing

JFLCO places a strong emphasis on proactive and direct origination of private equity investments through the firm’s many long-standing relationships with senior industry executives, entrepreneurs, retired military and government officials, financial intermediaries and professional advisors familiar with JFLCO’s unique and consistent investment strategy. This approach, combined with the firm’s unique industry knowledge and ability to understand opportunities not readily apparent to others, has resulted in JFLCO developing high quality investment opportunities.

Enlist senior advisors and operating partners to help address specific company needs

Since inception, JFLCO has enhanced the strengths of its professional team by leveraging a core group of seasoned industry and government executives. Their efforts include sourcing leads for investment opportunities, providing insight during the due diligence process or references to individuals with valuable expertise, assisting in management recruitment, making new customer introductions, providing sector or program-specific support as well as serving on portfolio company boards of directors.

Evaluate the complex nature of technical requirements, platforms, programs, customers, competitors and regulatory frameworks to identify opportunities and assess risk

Within our targeted industries, JFLCO seeks companies that exhibit key attributes, including but not limited to:

  • Market-leading products and/or services with specialized technology and engineering/technical capabilities; 
  • Product and service offerings subject to strict qualification and certification requirements, often associated with high-value, long-life-cycle assets; 
  • Defensible positions (both OEM and aftermarket) on priority programs;
  • Customer demand driven by increasingly complex domestic and international regulatory frameworks;
  • Government and/or commercial customers and applications.
Empower management to succeed

The firm fully supports each investment with substantial internal as well as external resources and independently evaluates each company from origination through exit to identify opportunities for creating value in concert with our management partners. JFLCO views capable, committed management as a company’s most valuable asset.

Pursue strategic acquisitions

We help identify, diligence, structure and finance add-on acquisitions that enable our portfolio companies to achieve scale, expand into new market segments, cultivate new product offerings, acquire accretive technologies and diversify their customer bases.