Our Strategy
Relationships Shape Opportunity
The Blue Marlin Difference
Blue Marlin leverages the unique value that each Capital Partner brings — whether sourcing, due diligence, managing, or simply investing — to identify and evaluate direct investment opportunities and achieve profitable exits.
OUR INVESTMENT APPROACH
On behalf of our Capital Partners, Blue Marlin Partners organizes and manages the direct investing process. Our team follows a disciplined, rigorous due diligence protocol to evaluate and approve opportunities. Once investments are made, we remain actively involved, providing post-closing support through board representation, management consultation, and business improvement initiatives to drive long-term value.
Our Investment Focus
We target investments in established, profitable lower middle market businesses with strong fundamental performance, clear growth paths, and potential to leverage the expertise of our Capital Partners. Our target investments will cover a range of industries including, but not limited to, verticals where Blue Marlin Management, Advisors, and Capital Partners possess substantive experience and expertise.
Investment Criteria*
$5M+
$15M+
Direct & Control Preferred. Open to Minority and Co-Investments.
Growth to Mature.
Generalist. Concentrated on industries which leverage our Capital Partner expertise.
We prefer sellers/management who are open to rolling over sale proceeds.
No minimum requirement for add-on opportunities
*The above criteria may not be representative of every Blue Marlin investment. Investors should rely on governing documents for investment specific criteria and investment opportunities.
Engaged Capital Partnership
Our Capital Partners are not just investors—they have a stake in Blue Marlin Partners, actively engaging in building value within our portfolio companies.
As Board Chairs, Board Members, or Advisors, our Capital Partners leverage their extensive experience as operators to provide strategic guidance and foster meaningful growth across all our investments.
