Investment Criteria

Owner Objectives

Company Characteristics

Company Characteristics

Owner is seeking a complete liquidity event (100% exit)
Owner is seeking to reduce their role in day-to-day business operations (partial exit)
Experienced and driven management team operating under ownership and has long-term plans to stay with the business

Company Characteristics

Company Characteristics

Company Characteristics

Established business with defensible EBITDA margins (+10%)
3+ years of consistent profitability and growth
Recurring revenue and long-term customer relationships
Acceptable customer concentration and a diversified customer base
Value-added products or services with demonstrated customer benefits
Fragmented markets with potential for economies of scale
Franchise business models with quality Franchisors

Financial Profile

Company Characteristics

Financial Profile

Revenue: $2 Million - $12 Million
EBITDA: $0.5 Million - $2.5 Million