What we look for

We want to invest in and acquire a single owner-operator run company that serves a distinct vertical market and fits the following criteria:

Company

Industry

Annual revenues between $10 and $30 million with Steady cash flow generation for 3+ years
Technology enabled business-to-business service company
Servicing a mission-critical need to their customers with high barriers to entry

Low regulatory environment and low government dependancy
Highly scalable products in a fast growing industry
Distinct niche

Our commitment is with you

We are neither a private equity, nor a venture capital, nor a strategic buyer

Project Alpha

Private Equity

Strategic Buyer

Seller's Legacy

Company's Future

Employees Future

Investment Horizon

Value Creation Levers

Transaction Process

Source of Funding

Preserved

A single growing business preserving its culture

Expertise is valued and critical to the continued operations of the business

Long-term with no predetermined exit date

Revenue growth, geographical coverage, and product expansion

Quick and nimble decision-making with only one counterpart doing negotiation and due diligence

Team of mentors, entrepreneurs, company operators, and investors

Uncertain

One of multiple businesses within a portfolio

Uncertain depending on cost-cutting initiatives

3 - 5 years

Revenue growth, cost-cutting, financial engineering

Couple of months to a year dealing with several counterparties

Insurance, Sovereign, Wealth Funds, Endowments, Pension Funds

Potentially lost

Either merged or integrated into a larger business

Potentially at risk as duplicated jobs may force consolidation

Variable

Revenue growth, cost synergies, integration

Couple of months to a year dealing with multiple layers of approval

Company shareholders

What we do