Investment criteria

  • Growing

    We look for businesses in a growing industry with a differentiated offering positioned to succeed over the long-term.

  • Profitable

    Strong history of financial performance. Low capital requirements. $1 to $10 million in earnings.

  • Predictable

    Trends of repeat business or long-standing customer relationships. Low customer concentration.

  • Entrepreneurial

    Owners ready to retire or serial entrepreneurs ready for their next venture.

  • Transition Ready

    Owners excited about exiting day-to-day leadership. We support unique transition plans from remaining involved and invested to a full transition.

  • Team

    Track record of employee retention and strong middle-layer of management.

Let’s talk.

We partner to create a flexible transition plan.