Investing in growth, value, sustainability
Targeting well-positioned businesses with strong growth potential, sustainable operations, and a clear path to long-term value creation
INDUSTRY PROFILE
- Operating in a rapidly expanding addressable market with dispersed competition
- Minimal capital expenditure required
- Low exposure to technological or regulatory disruptions
- Client needs and preferences driving demand
FINANCIAL PROFILE
- Minimum EBITDA of $1M annually
- Strong cash flow and consistent profitability over the last three years
- Limited customer concentration
- Substantial portion of the revenue should be recurring or reoccurring
OWNER DYNAMICS
- Owners are seeking to retire or looking for liquidity
- Sellers are deeply committed to preserving the legacy of their business
- Owners are seeking to lessen their involvement in the day-to-day management of the business
BUSINESS CHARACTERISTICS
- Stable revenue and business operations with minimal cyclical variations
- Strong company culture supported by enduring client and supplier relationships
- Consistently high employee retention
- Company is based in the United States