Investment Focus
Acquire and Grow
Our unique set of skills, honed over years spent in high-performing organizations, span the spectrum of value creation. Our deliberate, analytical, and people-centric approach will deliver sustainable long-term value for our partners, employees, and our community
Target Acquisition Criteria
- Revenue between $5 - $40 million
- Stable pre-tax operating profits between $1-4M
- EBITDA margins >10%
- Low cyclicality, high fragmentation
- Low CAPEX and working capital requirements
- Preliminary thesis: Manufacturing, Healthcare Services, Medical Device, IT Services
- High recurring revenue,
low customer concentration - Proven track record of profitability
- Strong reputation and
culture
- Owner ready to retire/ transition
from business - No succession plan in place
- Company positioned to realize growth opportunities with new management