Our Investment CRITERIA
Business Characteristics
Business Characteristics
Business Characteristics
Strong track record with 5+ years of historical operations
Loyal and diverse customer base
Unique and scalable business model
Recurring revenues
Top-tier employees
Industry Dynamics
Business Characteristics
Business Characteristics
Overall historical and projected industry level growth
Business services, industrial manufacturing, distribution, or similar B2B focus
Market fragmentation
Limited cyclicality
Financial Performance
Financial Performance
Financial Performance
Strong historical margin performance
Annual Revenues of ~$5mm or more
Positive annual cash flow
Strong historical margin performance
Low annual required capital expenditures
Owner's Priorities
Financial Performance
Financial Performance
Retirement
Reduction in day-to-day management role
Liquidity / diversification
Pursuing other interests