Partnering with Exceptional Businesses for Sustainable Growth
Company Criteria
Industry Focus
+ Business Services
+ B2B Software and SaaS
Characteristics
+ Operating in a growing, fragmented industry
+ Providing mission-critical services or products
Financial Metrics
Revenue
+ Annual revenue between $1 million and $5 million
Profitability
+ EBITDA margins above 15%
+ Stable and consistent cash flow with a minimum of 3 years of profitability
Growth
+ Demonstrated history of revenue and earnings growth
Capital Expenditure
+ Low to moderate capital expenditure requirements
Business Attributes
Customer Base
+ Diverse and loyal customer base with low customer concentration
+ High percentage of recurring or repeat revenue
Competitive Position
+ Clear competitive advantages and a strong market position
Culture
+ High-quality company culture with committed and capable employees
Operations
+ Efficient and scalable operations with potential for organic growth and expansion
Owner’s Role
Flexibility
+ Willingness to sell a majority ownership stake
+ Openness to retain a minority equity stake (if desired)
Transition
+ Willingness to assist during the transition period to ensure continuity
+ Flexible on the owner's role post-acquisition, from full exit to ongoing advisory
Key Attributes We Value
Entrepreneurial Spirit
+ We value businesses with a strong entrepreneurial spirit and a history of innovation. Companies that are driven by a passion for excellence and a commitment to growth align well with our mission.
Employee Focus
+ Businesses that prioritize the well-being and development of their employees are important to us. We look for companies with a positive culture and a dedicated workforce.
Community Involvement
+ Companies that actively engage with and support their communities are highly regarded. We seek partners who share our commitment to making a positive impact on the community.
Sustainability
+ Sustainable business practices and a commitment to environmental responsibility are key factors. We prefer companies that are forward-thinking and dedicated to minimizing their environmental footprint.
Transaction Dynamics
Deal Structures
+ Majority Sale: We typically seek to acquire a majority stake in the business, providing liquidity to the owner while allowing for ongoing involvement if desired.
+ Flexible Terms: Customizable deal structures to meet the financial and personal goals of the owner
+ Equity Retention: Options for the owner to retain a minority equity stake to benefit from future growth
Transition Process
+ Confidentiality: All discussions and transactions are handled with the highest level of confidentiality and respect.
+ Timeline: We aim for a seamless and efficient transition, typically completed within 6-12 weeks from the initial consultation to closing.
+ Support: Ongoing support and collaboration to ensure the long-term success of the business
