Investment Criteria

We are actively seeking opportunities to invest in and operate privately held businesses that meeting the following criteria:

Transaction Scenario

  • Majority investments with entrepreneurs seeking a partner to help drive growth

  • Minority investments in Traditional and Self-Funded Search Fund opportunities

  • No turnarounds or cash flow negative companies

Company Characteristics

  • $5 to 75 million in revenue

  • $3 to 10 million in EBITDA

  • Proven track record of stable, recurring revenue and consistent profitability

  • Operations that require minimal capital investment

  • Open to opportunities across North America, with a particular interest in the western states

Illustrative Areas of Focus

  • Asset-light or Niche Manufacturing

  • Building Products

  • Business Services

  • Branded Consumer

  • Distribution and Logistics

  • Environmental Services

  • Facilities or Equipment Maintenance & Inspection

  • Franchisor / Franchisee Models

  • Healthcare Services