Let's Work Together.
Reasons to Work With Us
We have permanent, committed capital, with 30-year terms.
We have designed our deal-making path for closing clarity. Financial due diligence is done in-house. And we do not employ outside leverage in our deals, avoiding third party involvement.
We exclusively invest in the lower middle market in the U.S.
We can offer sellers a compelling value proposition: we steward companies that care what happens next. This translates into a conservative financial approach and a sincere commitment to all stakeholders.
Our Investment Criteria
Durable value proposition
Annual Revenues: $10 million to $250 million
Net Earnings: $2-15 million (growth partnerships) or $3-25 million (legacy buyouts)
History of free cash flow in excess of 70% of net earnings
Headquartered in the United States of America
Industry agnostic excluding energy exploration, real estate-dependent businesses, and independent restaurants
Industries We Like
Niche Construction
Luxury Goods & Services
Niche Media
Manufacturing
Consumer Goods
Logistics
Distribution
Landscaping & Outdoor Services
Aerospace
Business Services
HVAC, Plumbing, Roofing, Etc.
Recruitment/Staffing