Our Investment Focus

  • Industry

    We are industry agnostic; our focus is on key industry characteristics including:

    • Low cyclical and durable industries

    • Fragmented competition

    • Growing industries

  • Investment Size

    We are looking for a small-to-medium-sized businesses that generate stable and/or re-occurring revenue:

    Annual Revenue: $3.0M-$30.0M

    Annual Profits: $800k-$3.0M

  • Transaction Value & Structure

    We are looking to invest in transactions with an enterprise value in the $1.5M - $15.0M range:

    For select opportunities we may invest in a transaction with enterprise value outside of our stated range

    We are comfortable with a wide range of deal structures

  • Economic & Business Profile

    We are looking for a businesses with a demonstrated track record of revenue stability, cashflow generation, and leadership among its competition. Our core focus includes:

    • High rate of repeat or reoccurring revenue

    • Strong profit margins

    • Minimal inventory

    • CapEx light

  • Customer Portfolio

    We seek a business with a strong and diversified customer base, our key focus includes:

    • B2B, B2G, or B2C customer base

    • High rate of repeat customers

    • Low customer concentration

  • Team & Culture

    Our preference is for founder and family owned businesses with a strong middle management team and tenured employees. Your business may be a fit if:

    • You are a business owner looking to transition out of the business

    • You are approaching retirement and in need of a succession plan

    • You are a serial entrepreneur pursuing your next challenge