Investment Criteria
What We’re
Looking For
We seek exceptional businesses with strong fundamentals, durable demand, and real growth potential waiting to be unlocked.
Industry Focus
Two Primary Verticals
We concentrate our highest conviction on Technology and Healthcare — sectors where founder experience creates a sourcing and value-creation edge — while remaining industry agnostic for exceptional businesses that meet our financial and operational standards.
Technology
A “picks and shovels” play on AI — the mission-critical, recurring-revenue services that let organizations adopt and secure modern infrastructure. Informed by direct experience at Google Cloud.
- ›Managed IT services & MSPs
- ›Cybersecurity & compliance services
- ›Data & cloud infrastructure
Healthcare
Non-discretionary, demographically driven demand with real regulatory moats. Informed by payor-economics experience from McKinsey’s Healthcare & Life Sciences practice.
- ›Healthcare IT
- ›Premium home health & assisted living
- ›Private-pay & commercial payor mix
Industry Agnostic
Secondary Industries
Manufacturing
Specialty and contract manufacturers occupying defensible niches with loyal customers and recurring production orders.
- ›Specialty components & parts
- ›Precision / CNC machining
- ›Contract manufacturing
B2B Services
Recurring, high-margin business services delivered on retainer or contract, with scalable operations.
- ›Outsourced compliance
- ›Business process outsourcing
- ›Professional services
Home Services
Essential, non-discretionary home services in a fragmented market with SBA-friendly deal sizes.
- ›HVAC
- ›Pest control
- ›Plumbing
Key Metrics
Our Investment Parameters
These are guidelines, not hard walls. We evaluate each opportunity on its own merits and will consider businesses that don’t fit every parameter if the fundamentals are compelling.
We Look For
- ✓Established operations (10+ years preferred)
- ✓50%+ recurring or contracted revenue
- ✓EBITDA margins of 15%+ (20%+ preferred)
- ✓No single customer over 20% of revenue
- ✓Licenses & credentials held at the entity level
- ✓Defensible market position
Situations We Pursue
- ›Founder retirement or succession planning
- ›Owner-operator seeking a liquidity event
- ›Family business transition
- ›Management buyout support
- ›Seller who wants ongoing involvement
- ›Business needing operational expertise
How We Work
Transparent, Efficient Process
We move quickly, communicate clearly, and respect your time. Here is what you can expect when you reach out.
Initial Conversation
A confidential, no-obligation call to understand your business and goals. No financials required at this stage.
Preliminary Review
We review your financials and operations to determine fit. This is quick and discreet.
Letter of Intent
If we move forward, we issue a detailed, fair LOI within 72 hours of completing our preliminary review.
Due Diligence
Our deal team conducts coordinated due diligence — financial, legal, and operational — efficiently and professionally.
Close & Transition
We close on our agreed timeline. Seller transition support is available and encouraged.
Initial Conversation
A confidential, no-obligation call to understand your business and goals. No financials required at this stage.
Preliminary Review
We review your financials and operations to determine fit. This is quick and discreet.
Letter of Intent
If we move forward, we issue a detailed, fair LOI within 72 hours of completing our preliminary review.
Due Diligence
Our deal team conducts coordinated due diligence — financial, legal, and operational — efficiently and professionally.
Close & Transition
We close on our agreed timeline. Seller transition support is available and encouraged.
Take the Next Step
Ready to Explore a Partnership?
If your business fits our criteria, we’d love to have a confidential conversation. No pressure, no obligation — just an honest conversation about fit.