Investment Criteria

Representative Seller Narratives
  • Owner seeking to retire or exit business without a clear path forward
  • Company in need of additional help (either management or board expertise) to capture growth opportunities
  • Owner in need of liquidity or wishing to diversify personal net worth

Company

  • Recurring revenue with minimum three-year history of profitable growth
  • Established competitive position
  • Diverse customer base
  • Labor is critical component to your success

Financial

  • Adjusted EBITDA up to $3 million
  • Minimum operating margins (EBITDA) of at least 15%
  • History of stable performance (No 'run-ups' or non-business cycle volatility)
  • Limited capital expenditures and working capital requirements

Industry

  • Fragmented niche industries
  • People are critical to value creation
  • No 'bleeding edge' technology
  • Representative industries include:
    • Service companies (Healthcare, Technology, Financial, Residential, others)
    • Light manufacturing
    • Construction
    • Food & Beverage
For more information, please email [email protected] or call 615.645.3520