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
Six Target Sectors
We focus on sectors with proven demand, high barriers to entry, and operational complexity that rewards experienced operators.
B2B Services
Professional and business services companies with recurring or repeat revenue, strong customer retention, and the opportunity to drive growth through operational improvements.
- ›Managed services & outsourcing
- ›Professional staffing & consulting
- ›Facilities management & maintenance
- ›Specialty trade services
Healthcare
Healthcare services and adjacent businesses benefiting from aging demographics, regulatory moats, and recurring patient relationships with strong reimbursement profiles.
- ›Specialty clinics & practices
- ›Home health & personal care
- ›Healthcare staffing
- ›Ancillary healthcare services
Life Sciences
Life sciences services companies — CROs, labs, and support services — with long-standing client relationships, high switching costs, and mission-critical operations.
- ›Laboratory services
- ›Clinical research support
- ›Biotech & pharma services
- ›Regulatory & compliance services
Education
Education businesses with proven enrollment models, strong community roots, and opportunities to expand through new offerings or geographic growth.
- ›Vocational & trade training
- ›Test prep & tutoring
- ›Corporate learning & development
- ›Credentialing & certification
Tech Infrastructure
Technology-enabled service businesses with recurring contracts, mission-critical functions, and significant switching costs for customers.
- ›Managed IT services (MSPs)
- ›Cybersecurity services
- ›Data center & cloud services
- ›IT staffing & consulting
Manufacturing
Light and specialty manufacturing companies occupying defensible niches with loyal customer bases, strong order books, and real barriers to competitive entry.
- ›Specialty components & parts
- ›Contract manufacturing
- ›Value-add distribution
- ›Industrial services & repair
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)
- ✓Recurring or repeat revenue base
- ✓Strong unit economics
- ✓Defensible market position
- ✓Motivated seller ready to transition
- ✓Industry Agnostic
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.