Investment Criteria


We invest for the future by utilizing a long-term perspective when implementing investment strategy. This long-term perspective facilitates our ability to capture value-creation opportunities overlooked by traditional investment funds that are limited by short-term investment horizons.

Our investment structure is highly flexible, but we look for investment opportunities that meet most of the following criteria:

FINANCIAL PROFILE

 • 15%+ EBITDA margin

• 3+ years of profitability

• Demonstrated earnings growth

• Minimal capital requirements

• Recurring revenue business model

• Organized financial records & processes

COMPANY PROFILE

• Existing barriers to entry
• Diverse customer base with high retention rate
• Diverse service/product offering
• History of strong employee relations
• Clear customer value proposition

INDUSTRY PROFILE

• Growing end-market demand
• Highly fragmented industry
• Limited regulatory requirements
• Opportunities for tech-enabled synergies
• Exposure to emerging technologies
• Low buyer bargaining power

MANAGEMENT PROFILE

• Ethical, responsive and results-driven management team
• Ownership actively seeking liquidity event
• Absentee ownership or minimal day-to-day owner involvement preferred
• Experienced middle management team

Laguna Hills,
CA 92637
Xuanwu, Nanjing,
Jiangsu, China, 210018