Our investment criteria

  • Growing

    Industry >2x GDP growth. Clear value to customers.

  • Profitable

    ~$1 to $5 million in EBITDA or cash flow.

  • Predictable

    Recurring revenue and low customer concentration.

Our philosophy

We favor businesses focused on one service line or end-market (e.g., marketing for law firms) with a unique angle on delivering superior service.

Why? This expertise commands a premium price, builds a reputation, and delivers clear value. It is defensible differentiation. It makes employees proud to come to work.

Starting three businesses taught us this. So did seeing Chewy successfully compete with Amazon and Walmart.

Target industries

  • Focus on one industry niche preferred (e.g. marketing for law firms or revenue management for municipalities).

  • We want to take over back-office and non-billable activities so your team can focus on building deeper client relationships.

  • Services supporting providers, like compliance, billing, revenue cycle management, tissue preservation, and diagnostics.

    We do not invest in healthcare providers.

  • Convince us your business model is repeatable and it offers unique value to customers. We’re open to a conversation to learn more.

Let’s talk.

We partner to create a flexible transition plan.