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Investment Criteria
We partner with cash-flow positive businesses that have earned positive reputation with their customers and employees.
We are flexible to structure each investment according to the unique needs of each business, its owners, and managers.
Financial Profile
$1m to $10m EBITDA
$2m to $8m ARR for SaaS
Targeted Industries
Health and wellness
Food and beverage
Consumer
Industrial
Business services
Information technology
Financial services
Business Attributes
Founder- or family-owned
Owner-operated
Leading local market position
Mission-critical nature
High-visibility revenue
Strong customer stickiness
Low regulatory, technology, and payor risk
Consistent organic growth
Stable profitability margins
Multiple levers for growth
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