Investment Criteria
What We Look For
Revenue: $5M+
EBITDA: $1M - $7M
Enterprise Value: <$50M
Equity Check: $2M - $25M
Services Industry Focus
U.S. Headquarters
Majority Ownership
First Institutional Capital
How We Help Management
M&A
We partner with management teams to source, evaluate, execute, and integrate strategic add-on acquisitions that accelerate growth and expand market leadership
Operational Support
We collaborate with leadership to drive operational excellence and implement practical operational improvements that enhance efficiency, profitability, and long-term value
Data & Analytics
We arm management with insights from data and analytics that enable them to make faster, smarter decisions that unlock growth and improve performance
Technology & Systems
We partner with management to modernize technology, leverage AI capabilities, implement and build scalable systems, and protect against cyber threats
Human Capital
We help management teams build high-performing organizations by recruiting exceptional talent and strengthening leadership across all levels of the business
Value-Add Network
We have a track record of making impactful connections to support management teams with business development, recruiting, third party advisors, and other critical functions