Investment criteria
- EBITDA
- $750K–$5MM
- Ownership
- Majority Buyout
- Geography
- North America
No minimum EBITDA for tuck-in acquisitions.
Approach
We don't believe strong returns come from financial engineering. They come from sitting inside a business, understanding how it actually runs, and doing the operational work to grow what's working and fix what isn't. We're active managers, not passive capital — and we structure transactions with seller alignment in mind, including rollover equity where it fits, because what we're buying is something someone spent years building, and our job is to carry it forward, not erase it.
Where a strong leader is already in place, or ready to step up, our job is to back them. Where that leadership isn't there yet, we step in directly until it is.
Where technology actually helps
Artificial intelligence is inevitable, and useful for some things — not for others. Nothing replaces the person who makes a customer feel taken care of; that's not something we're looking to automate. What it can do is take time-intensive, repetitive work off a good team's plate, so people spend their time on what actually needs a human. Where that makes sense, we build it in. The use cases are wide-ranging and specific to each operation.
- Cash Flow Forecasting
- Customer Intake & Service
- Financial Close & Reporting
- Inventory & Purchasing
- Procurement & Vendor Management
among many others — the right application depends on the business, not a fixed playbook.
What we look for
- Business Services
- Distribution & Manufacturing
- Facility Maintenance
- Healthcare Services
- Home & Commercial Services
and other essential businesses that matter to their customers — the sector matters less than the fundamentals.
We're also selectively open to special situations — turnaround or distress — where complexity creates a price dislocation and a disciplined operator with the right capital structure can create real value.
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