Investment Focus
We are looking for the right company, in the right industry, with the right people.
Key Criteria
Industry
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Sizeable and growing
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Fragmented landscape
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Insulated from tech disruption
Business
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Recurring B2B revenue model
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Low capital demands
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Critical service & clear value proposition
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Clear historical revenue and margin growth
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$5 - $25M in ARR
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$1.5M+ in profit margin
Goal
Commitment
Time Horizon
Source of Capital
Deal Terms
Private Equity
Strategic Buyer (M&A)
Individual Investor
Acquire, invest, operate and grow
Long-term
Diverse group of entrepreneurs, investors, and operating executives
Flexible based on needs
Long-term sustainable growth
Maximize asset value
Institutional or passive sources
Short-term
(~3 - 5 years)
Complex
Maximize equity returns with financial engineering, leverage and fees
Maximize return of business units
Public or private company assets; heavily scrutinized
Varies
Structured to protect the purchasing company
Maximize returns through cost cutting and synergies with other assets
Varies
Limited assets or resources
Uncertain
Support the single investor
Driven by banks and lenders
Our Core Values
Integrity
An transparent, candid, and measured approach is core to building open and honest relationships.
People
People are the heart of the business - we value strong cultures and a commitment to the team.
Entrepreneurial Spirit
We believe in the power of creativity, calculated risk-taking, and innovation - we seek to bring this spirit to all that we do.
Be Kind
Kindness often goes overlooked - we work to keep it central in all of our relationships.