Investment Profile

Piper Sandler Merchant Banking


Investment Criteria
Industry Focus:PSMB will invest in companies within Piper Sandler’s established areas of expertise which include: (i) healthcare, (ii) software, (iii) financial technology & services and (iv) consumer
Commercial Stage Focus:Companies with meaningful revenue streams and a referenceable client base
High Growth Companies:High growth companies with high gross margins and operating leverage
Leading Market Players:Companies that have built top tier positions within emerging sub-market verticals
Strong Management:Talented management teams capable of executing business plans with aligned equity incentives
Transaction Type:Late-stage minority growth financings, secondary purchases and growth company control transactions
Active Involvement:Lead most transactions and active at the board level to guide value creation
Aligned Owners:Partner with founders and institutional investors that have aligned objectives with PSMB