Investment criteria
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Growing
We look for businesses in a growing industry with a differentiated offering positioned to succeed over the long-term.
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Profitable
Strong history of financial performance. Low capital requirements. $1 to $10 million in earnings.
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Predictable
Trends of repeat business or long-standing customer relationships. Low customer concentration.
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Entrepreneurial
Owners ready to retire or serial entrepreneurs ready for their next venture.
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Transition Ready
Owners excited about exiting day-to-day leadership. We support unique transition plans from remaining involved and invested to a full transition.
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Team
Track record of employee retention and strong middle-layer of management.