INVESTMENT
We tell owners early and honestly whether their business is a fit. If it is not, we will say so on the first call. Below is exactly what we target and the clear path from first conversation to long-term partnership.
INVESTMENT CRITERIA
WE SEEK BUSINESSES WITH CLEAR PROFILES
Our criteria are specific because we want to be useful from the first call. If your business matches the profile below, we would like to hear from you.
REVENUE
$2M – $25M annual revenue
INVESTMENT STAKE
Majority or minority investments considered, depending on owner goals and deal structure.
EBITDA
$500K – $5M, or a clear path to it
FOUNDER-OWNED
Businesses where the founder is still active in operations or planning a transition.
INDUSTRIES
Manufacturing, business services, healthcare services, and distribution & logistics.
FAMILY-OWNED
Multi-generational or family-run companies, including succession and legacy planning situations.
GEOGRAPHY
North America, with a preference for the Southeast and Midwest
BUSINESS CONDITION
Healthy businesses, plus select distressed or turnaround situations.
INVESTMENT PROCESS
A DISCIPLINED, TRANSPARENT PATH FORWARD
A disciplined process, start to close — and well beyond it.
1
INITIAL CONVERSATION
A confidential, no-obligation discussion about your business and goals.
5
DUE DILIGENCE
A thorough, respectful review conducted in partnership with your team
2
CONFIDENTIAL REVIEW
We review high-level information under a signed NDA.
6
CLOSE TRANSACTION
We finalize terms and complete the investment.
3
BUSINESS ANALYSIS
A closer look at operations, financials, and growth potential.
7
100-DAY VALUE PLAN
A focused plan built jointly with management from day one.
4
LETTER OF INTENT
We outline proposed terms in writing before deeper diligence.
8
LONG-TERM PARTNERSHIP
Ongoing, hands-on support well beyond the first year.
