Finding the right fit.

Finding the right fit.

Because we invest long-term, we work to find companies that are the right fit for us. We aren’t just looking for purchases, we’re looking for partners.

It’s important to us to have a strong relationship with you, because you’re trusting us to protect your legacy and move your company forward.

Relationships are also important to us because we’re the ones who will be working with you and/or your team. We’re the ones who will be running the company. And, again, we want this to be an enjoyable, rewarding experience for all stakeholders. Because we sincerely love what we do — and we’re good at it. Not in a patting-ourselves-on-the-back way. But in the fact that we have a solid track record of success.

Size Criteria

  • $10 to $100 million in revenue
  • $1 to $15 million in EBITDA
  • $10 to $75 million in equity

Target Industries

  • Business / tech-enabled services
  • Industrial Services
  • Technology and telecom
  • Healthcare technology and/or services without provider or payment risk

Situations

  • Value added partner needed to execute long-term strategic plan
  • Owner seeking liquidity or exit
  • Corporate carve-out
  • Various other situations
  • Not of Interest: Early Stage/Venture
  • Minority Equity or Debt

Company Traits

  • Primary focus on North America
  • 15%+ EBITDA margins
  • Established business model with growth opportunities
  • Minimum of three years' operating results

Add-Ons

  • Industrial and energy focused automation, measurement, instrumentation, and electrical products and services providers
  • Configuration, pricing, quoting, visualization and ecommerce software providers
  • Wealth management technology providers focusing on the broader Bank/Trust, Broker-Dealer or RIA segments