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APPROACH

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What we look for…

Industries

  • Software & Tech-Enabled Services
  • Specialty Products/Services
  • Healthcare
  • Consumer
  • Local Enterprises

Financial

  • Demonstrated profitability with consistent or recurring revenue streams.
  • Healthy cash flow generation
  • Limited large capex requirements
  • Working capital efficient

Transaction

  • Owner interested in exiting or reducing day-to-day involvement
  • Owner in need of strategic partner to catalyze growth and drive execution
  • Owner is interested in preserving their team and legacy in the business they built.
  • Owner with realistic and fair valuation expectations

Business Attributes

  • Clear value proposition operating in a large market with favorable tailwinds
  • Diverse, loyal customer base
  • Companies with strong management teams and scalable business models
  • Positive and inclusive organizational culture
  • Effective and scalable operational infrastructure
  • Meaningful value creation opportunities