Investment Criteria

Growth and Predictability

  • Significant recurring revenue and high customer retention rates from a diverse and loyal customer base

  • Track record of profitable growth year-over-year

Owner Seeking Transition

  • Owner is seeking a transition plan that preserves their legacy and the company’s success

Winning Culture

  • Clear differentiation, strong competitive advantage

  • Talented and committed team eager to grow alongside the business

Revenue and EBITDA

  • Annual Revenue of $8M - $50M

  • Annual Profit (EBITDA) of $1.5M - $7M

  • EBITDA Margin greater than 15%