Investment Criteria

We seek established businesses with proven operations and strong leadership.

Investment Criteria

Revenue	$1 million – $10 million
EBITDA	$250,000+ preferred
Profitability	Profitable or with a clear path to profitability
Industry	Industry-agnostic
Geography	United States
Transaction Type	Majority recapitalizations, buyouts, succession-driven transitions

Characteristics of Businesses We Partner With

Established operating history with consistent financial performance
Defensible market position or differentiated offering
Stable, committed employee base
Owners seeking full or partial liquidity
Opportunities to drive growth through operational improvement, strategic investment, or leadership development

What We Offer

Liquidity for founders and shareholders
Continuity of brand, culture, and operations
Long-term ownership with no forced exit timeline
Active partnership with resources to support growth
Respect for the legacy you have built

Situations We Typically Do Not Pursue

Early-stage or pre-revenue companies
Turnaround situations requiring significant restructuring
Businesses heavily reliant on a single customer or contract
Distressed assets

Exploring a transition?

We welcome the opportunity to connect with business owners considering their next chapter. Whether you are ready to transact or simply exploring your options, we are happy to have a confidential conversation.