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Investment

Criteria

Hands putting puzzle piece together on b

Focused

Sectors

  • Consumer & Retail

  • Healthcare

  • Industrial

  • Services

Business

Characteristics

  • Defensible market position within a growing industry

  • Recurring revenue with a diversified customer base

  • Favorable prospects with potential to expand into other markets

  • Talented management team and employees

Financial

Criteria

  • Revenue $5 – $50 million

  • EBITDA $1 – $10 million

  • Strong profitability

  • Steady cash flow

Ownership

Situation

  • Company founder or owner planning to retire

  • Business in need of ownership succession and change of leadership

  • Seller looking to monetize shareholder value created under his or her ownership

  • Owner wanting to step back into a more focused role within the business

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