• Investment Criteria

Investment Criteria

We Invest for the Future.

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

Honest, responsive and dependable ownership

Ownership actively seeking liquidity

Absentee ownership or minimal day-to-day owner involvement preferred

Experienced middle management team