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Investment Criteria
We partner with cash-flow positive businesses that have earned positive reputation with their customers and employees.
We are flexible to structure each investment according to the unique needs of each business, its owners, and managers.
Financial Profile
$1m to $10m EBITDA for traditional businesses
$2m to $8m ARR for SaaS businesses
Transaction Types
Family successions
Management buyouts
Recapitalizations
Corporate divestitures
Consolidation / buy-and-build
Business Attributes
Founder or family owned
Owner operated
Leading local market position
High-visibility revenue
Strong customer stickiness
Low regulatory risk
Low technology risk
Low payor risk
Consistent organic growth
Stable profitability margins
Multiple levers for growth
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