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.

Target industries

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

  • Our goal is to build the business not bill hours. We can find great CPAs to operate.

  • Non-provider services only.

    E.g. compliance, revenue cycle management, tissue preservation, and diagnostics.

  • We explore unique opportunities with recurring revenue business models, including SaaS.

Let’s talk.

We partner to create a flexible transition plan.