Acquisition Criteria

What We Look For

We seek established, profitable businesses with strong fundamentals and proven management. Our flexible approach accommodates a range of industries, sizes, and transaction structures.

Our Investment Profile

Annual Revenue $2M – $50M

Established businesses with a track record of consistent revenue generation.

EBITDA $500K – $10M

Demonstrated, sustainable earnings with identifiable paths to continued growth.

Geography United States & Canada

Businesses headquartered and primarily operating within North America.

Enterprise Value $5M – $75M

Flexible valuation range based on growth profile, market position, and quality of earnings.

Industries of Focus

We focus on sectors where we have deep operational expertise and can add meaningful value beyond capital alone.

Business Services

Established operators with recurring revenue, strong customer relationships, and scalable models.

Healthcare Services

Established operators with recurring revenue, strong customer relationships, and scalable models.

Industrial & Manufacturing

Established operators with recurring revenue, strong customer relationships, and scalable models.

Technology-Enabled Services

Established operators with recurring revenue, strong customer relationships, and scalable models.

Consumer Services

Established operators with recurring revenue, strong customer relationships, and scalable models.

Distribution & Logistics

Established operators with recurring revenue, strong customer relationships, and scalable models.

What Makes a Strong Fit

While no business is identical, we've found that our strongest partnerships share a common set of characteristics. These are the attributes we seek in every acquisition.

Strong, recurring revenue with demonstrated stability
Defensible market position or competitive advantage
Experienced management team willing to stay post-close
Diversified customer base with limited concentration risk
History of consistent profitability and cash flow generation
Clear opportunities for organic or strategic growth
Established brand reputation within its market
Scalable operations and systems in place

Flexible Deal Structures

We tailor every transaction to meet the unique goals of each business owner. Our flexible approach means there's no one-size-fits-all template.

Full Acquisitions

Complete ownership transitions for founders ready to exit. We provide full liquidity while ensuring a seamless transition for employees and customers.

Majority Recapitalizations

Partial liquidity solutions that allow founders to monetize a significant portion of their equity while retaining meaningful upside alongside our capital.

Management Buyouts

Supporting talented management teams in acquiring businesses from existing owners, providing both capital and strategic resources for a successful transition.

Succession Transitions

Structured succession solutions for owners approaching retirement who want to ensure their business thrives under committed, long-term ownership.

Does Your Business Fit Our Criteria?

Even if your business doesn't match every parameter above, we encourage you to reach out. Many of our best acquisitions started as conversations.