Our Approach
Flexible ownership structure: We provide flexible exit opportunities to our owners. You can sell as little as 51% of your equity and continue to stay involved with the business while getting exposure to future growth, or you can sell 100% of the equity to take all the chips off the table to focus on what’s next.
Founder/Owner Priorities: You could be selling your equity for many reasons, whether taking more personal time to focus on your family or improving the back office to focus on the part of the business you love the most. We are here to understand those priorities and help you achieve them by letting you pick the role you want after the sale.
Carry on the legacy: We know how important your brand, employees, customers, and community are to you, and we strive to carry on your legacy by doing the right thing by all of them. We promise to be transparent and upfront about our plans with you and all our partners.
Invest in the business: We want to acquire your business because we think it has a bright future, and we are not here to reinvent the wheel. We would love to keep all the thriving parts of the business as they are and invest in the other areas to catalyze growth.
Build platforms with back-office optimization: We provide companies under our platform umbrella with state-of-the-art shared back-office capabilities so that our owners and employees can focus on what matters most: serving your customers.
Organic and inorganic growth: We help our companies grow organically by investing in sales, marketing, and talent, and we strategically use inorganic growth when attractive acquisition targets come to market.
Our Criteria
-
Industries
Large total addressable market ($500M+) that is fragmented across small/medium size businesses
Growth driven by secular trends or irreversible regulatory tailwinds
Opportunities for economies of scale
-
Business Models
Recurring revenue with low customer concentration (no single customer represents more than 30% of the revenue)
Organic growth above the industry average for the last 5 years
Recession-resistant and non-cyclical
-
Financials
$300K - $2M EBITDA
$2-15M Revenue
10%+ EBITDA Margin