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Investment Criteria
Enduring Client Relationships
>60% revenue retention
Great companies make it easy for customers to come back year over year.
Proven Profitability
>1M EBITDA
Several years of profitability demonstrate a well-managed company with healthy margins and efficient operations.
Diverse Customers
No customer represents >20% annual revenue
Companies that can weather market cycle are able to attract customers across their industry.
The Right Team
Owner is ready to transition out of the business
We partner with owners who have build high-performing committed teams. We know that years of hard work also means it may be time to transition to the next generation of leadership.
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