Investment Criteria

We seek to partner with strong businesses that meet the following criteria:

  • Privately-held and located in the US
  • EBITDA between $2M and $15M for platforms
  • Mission-critical, differentiated products & services 
  • Recurring or re-occuring revenue profiles
  • Strong customer retention rates
  • Attractive growth prospects via organic and M&A strategies

Value Creation Program

We have a comprehensive value creation program and tailor to fit each company’s unique operating model. 

Initiative

Description

Sales Growth
  • Grow market share organically
  • Enter new markets and geographies

Operations Improvement

  • Invest in resources to streamline operations
  • Increase workforce productivity via continuous improvement

Product and Services Enhancement

  • Invest in R&D to enhance product and service portfolio
  • Improve ROI to the customer with innovative offerings
People Development
  • Develop and promote from within
  • Hire experienced talent to support growth
Add-on Acquisitions
  • Build scale through add-on acquisitions
  • Offer more competitive, bundled offerings to the customer

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