ACQUIRING MIDDLE MARKET BUSINESSES TO OWN AND OPERATE FOR THE LONG TERM

Our Approach

LONG-TERM FOCUS

We are not private equity investors, nor are we financial engineers. We buy and hold for the long term, recognizing that it takes time for a great business to grow

RETAINED OWNERSHIP

We seek a majority ownership interest but recognize the value that departing founders and business owners can provide. We hope that legacy owners will remain in an advisory capacity and benefit from the continued growth of the business

LEGACY PRESERVATION

We are committed to being responsible stewards of your legacy, both for your customers and employees

Investment Focus

> $5M - $40M in Enterprise Value

> $1M - $5M in operating profit

> North American headquartered

> Opportunity for majority ownership

> Business Services and/or Healthcare Services

> Recurring revenue characteristics

(not project based)

> 5+ years of operating history

> 2+ years of profitability history

> Annualized run rate revenue of $3M+

> Cash flow positive

> Asset light + low capital intensity

> Limited customer concentration

> No incumbent, dominant market

leader