Our Investment Focus
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Industry
We are industry agnostic; our focus is on key industry characteristics including:
Low cyclical and durable industries
Fragmented competition
Growing industries
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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
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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
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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
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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
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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