Areas of Focus
We are looking for a single business that exhibits the traits below. Since every business is different, we will evaluate each company on its own merits. We would like to connect with you to see if your business fits our criteria.
Business
Competitive position within a profitable and growing industry
- Privately held in United States
- Large and growing industry
- High percentage of recurring revenue
- Diversified and loyal customer base
- Long-term growth potential
- High barriers to entry
- Clear value-proposition
- Straightforward business model
- Solid middle management
- Vibrant culture
Financial
Profitable and growing lower middle market company
- $5 – $40 million of annual revenue
- $2 – $10 million of annual EBITDA
- >20% Operating Margin
- 5-year history of growth and profitability
- Stable and predictable cash flows
- Low capital expenditures
Situation
Owner looking to transition control to a long-term focused management team
- Retiring owner/operator without a successor in place
- Owner looking to exit and/or transition day-to-day responsibilities
- Business owner desires continued success of company post-transaction
- Motivated seller seeking liquidity for non-business-related reason