Investment Approach

We like owners that have pride in their company, and we want to continue that tradition. To optimize success, we like to focus on companies that meet our investment critieria.

Type of Company We Want to Acquire

Investment Criteria

  • Greater than $1 Million in free cash flow
  • Been operating for greater than 10 years
  • Good management team
  • Minimal business cyclical exposure; relatively stable revenue and profitability
  • Diverse customer base
  • Identifiable and actionable opportunities for accelerated growth (such as geographic expansion, selling to new customer segments, product development, etc.

Owner Situation

  • Seeking to retire or exit but lacks a clear succession plan
  • Ready for liquidity event to achieve life goals
  • Looking to reduce day-to-day involvement
  • Honest and motivated to ensuring a smooth transition
  • Cares about employees and legacy post transition