Investment Criteria

Our firm seeks to identify and invest in high-quality companies led by motivated and skilled executives. We then align both our short and long-term interests by providing our management teams with meaningful ownership stakes in the businesses they lead. While we will actively pursue opportunities across a broad range of industries, we seek certain characteristics within each of our investments:

  • Ongoing participation with existing management

  • A history of consistent growth and profitability with EBITDA greater than $4 million and EBITDA margins greater than 10%

  • Predictable, stable revenues and cash flows

  • The opportunity to significantly improve profitability through revenue growth, consolidation of expenses or expense reductions, and add-on acquisitions leading to efficiencies of scale or other operating improvements

Transaction Size

$25 million - $100 million

Company Valuation

$10 million - $30 million

Equity Investment

$4 million - $10 million


Larger transactions are pursued in collaboration with our strategic partners

No minimum size for add-on acquisitions

Sector Focus

business services
industrial services
value-added manufacturing

Transaction Types



Growth Equity Infusions

Add-on Acquisitions


  • Seek seasoned, experienced management teams with strong entrepreneurial drive

  • Prefer to acquire and expand companies in concert with existing management

  • Selectively pursue opportunities that require management transition