We are highly selective investors who begin our focused approach through a rigorous, proprietary research-driven investment process.

Below are our significant investment criteria:

Industry Focus:

• Companies providing value-added services to other businesses

Company

• EBITDA greater than $3 million; smaller for add-on acquisitions
• Reputation for high quality and integrity
• Market / industry leadership or niche with a defensible position
• Entrepreneurial management with a proven track record of success
• Opportunity for growth either internally or via acquisitions in a fragmented industry
• Low fixed assets / low fixed costs

Situation Types:

• Industry Consolidations
• Family-owned business transition
• Shareholder liquidity
• Leveraged / management buyouts
• Growth equity

Investment Size:

• Equity investment size $5 million to $30 million, with the ability to make larger investments through the firm’s investor network

Investment Structure:

• Common Stock
• Preferred Stock

Geography:

• United States
• Canada