Investment Criteria


Company
Criteria

  • Headquartered in the United States

  • Up to $3 million of EBITDA

  • Recurring or repeating revenue with strong customer retention metrics

  • Diverse customer base


Transaction
Dynamics

  • Founder retirement or entrepreneur seeking next venture

  • Owner seeking to step back from day-to-day operations or reduce ongoing role

  • Non-core division of larger company seeking independent and focused ownership


Sector
Expertise

  • Business Services

  • Consumer/Home Services

  • Government/Municipal Services

  • Franchising