Criteria & Approach

We look for 100% or majority buyouts of well positioned operating platforms across a variety of sectors. general parameters of the types of companies we target are outlined below.

General Criteria

Our typical investment is a 100% buyout from entrepreneurs and family-owned businesses.

No two transactions are alike, and we pride ourselves in our creativity, and our ability to solve complex problems

Industry Focus

We seek overlooked industries with few institutional competitors in the follow sectors:

Business Services
Insurance
Technology
Financial Services
Real Estate

Investment Parameters

With no rigid boundaries, our core investment is within the below criteria:

$750k+ EBITDA
$3m+ Enterprise Value
Operationally Efficient
Strong Management Team
North American Geography

SUBMIT A REFERRAL

We are offering a $10,000 referral bonus for referrals that lead to a successfully closed transaction (subject to reasonable terms and conditions). If you know of any businesses that might be interested in exploring acquisition opportunities, please let us know. Your referral could lead to a mutually beneficial opportunity for all parties involved.