Seeking Success and Sustained Growth

Our goal is to find a company that shares our core values and strategic goals, ensuring a successful acquisition

Our Investment Criteria

Financial Profile

  • Revenue: Minimum of $5 million annually
  • Profit: EBITDA of at least $1.5 million annually
  • Cash Flow: Positive cash flow with consistent profitability over the past three years
  • Recurring Revenue: Significant portion of revenue should be recurring or repeatable (over 65%)

Industry Profile

  • Market Position: Operating within a sizable and expanding market characterized by a fragmented competitive landscape
  • Growth Potential: Demonstrating a robust growth trajectory while facing minimal technological or regulatory obsolescence risks
  • Capital Intensity: Requiring low capital expenditures, maintaining an asset-light approach

Ownership Dynamics

  • Owner's Goals: Owners are considering retirement, seeking liquidity, or aiming to transition to advisory roles
  • Succession Plan: Owners do not have a clear succession plan or are looking to reduce day-to-day involvement
  • Motivation: Sellers are highly motivated and express a strong interest in ensuring the continued success of their business

Business Characteristics

  • Culture: Strong company culture with robust client and supplier relationships
  • Cyclicality: Limited cyclicality in revenue and business operations
  • Geography: Business headquartered in the United States