OVERVIEW

Our Investment Criteria

We focus on businesses where our capital and expertise can truly move the needle — and where there’s strong alignment with the founder’s goals.

Company Profile

  • Revenue: Typically $7M–$150M+
  • EBITDA: $2M to $20M
  • Margins: 15%+ preferred
  • Geography: Primarily United States, with selective investments in Canada

Ownership & Deal Types

  • Full sale with transition period
  • Majority recapitalization (owner sells control, keeps meaningful rollover equity)
  • Minority investment alongside founder/operators

Industries We Like

Commercial Roofing

Business Services

  • Buildings and Property Services
  • Environmental Services
  • Education and Training Services
  • Industrial Equipment Rental
  • Marketing and Information Services
  • Specialized Professional Services
  • Staffing
  • Testing, Inspection, and Certification
  • Transportation & Logistics
  • Utility & Infrastructure Services

Consumer

  • Automotive Services
  • Education
  • Entertainment
  • Food & Beverage
  • Health & Wellness
  • Multi-Site Retail Healthcare
  • Enthusiastic & Niche Consumer Products
  • Pet Products & Services
  • Quick Service Restaurants
  • Residential Services

Manufacturing

  • Aerospace & Defense
  • Medical Devices
  • Industrial Automation
  • Packaging
  • HVAC Equipment
  • Specialty Chemicals
  • Food & Beverage
  • Building Products
  • Electronics & Semiconductors
  • Automotive

Situations We Commonly Support

  • Founder planning retirement or a step-back over 1–5 years
  • Owner seeking growth partner and partial liquidity
  • Businesses ready for Buy & Build strategy

Not sure if your business fits?

Book a confidential call and we’ll give you honest feedback.

Frequently Asked Questions

Founder-led and family-owned lower middle market businesses with strong fundamentals and clear opportunities to scale.

Typically businesses with meaningful profitability and room to grow; fit depends on stability, margins, and scalability.

Yes, in select situations where incentives are aligned and there is a clear value creation plan.

Primarily business services, consumer services and products, and manufacturing, with a preference for defensible niches.

High customer concentration without mitigation, unclear financial reporting, unresolved legal issues, or limited ability to scale.

Not always. Clear, consistent reporting and explainable earnings quality are typically more important than an audit.