Investment Focus

Criteria

We focus our efforts on opportunities with key characteristics that make up our circle of competence, developed over decades of experience:

• B2B businesses; industry agnostic
• High customer retention and sustaining/growing market share in a growing industry
• High returns on capital and durable industry barriers to entry
• Fully-burdened Adj. EBITDA >$750K
• Opportunities for operational improvement and revenue growth
• Employees, customers and suppliers will stay with the company post-close

When to Partner With Us

We are a good fit for owners who are interested in exiting or decreasing day-to-day responsibilities in their business, and want to ensure the success of their business post transaction. Our preference is to keep all employees, processes and culture in place until we truly understand the business and can thoughtfully bring about value-creating change.