Investment Criteria

Company Attributes Context Industry Attributes Preferred Industries
Recurring Revenues

High switching cost

Scalable

$2M – $6M EBITDA

>10% EBITDA Margin

3 years of stable cash flow

Owner planning to retire

Owner seeking reduced involvement in the company

Owner seeking liquidity or net worth de-risking

Owner looking to add management capabilities and access to capital

Growing and fragmented

Large service component or niche manufacturing

Not directly tied to commodity prices

Low cyclicality

Low technology risk

Testing, Inspection, and Certification

Waste Management

Energy Efficiency and Management

SaaS / Data Hosting and Processing

Back Office Outsourcing

Health and Safety