About Us

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We are long term seasoned investors, advisors and operators with a broad cross section of industry experience and decades of creative structuring transaction experience.  We combine and leverage our knowledge, experience and capital into attractive transactions for sellers, advisors and our investors.  We target opportunities with the following characteristics.

• Non-cyclical
• Niche or local
• Growing and fragmented
• Non-technology and not subject to technology disruption
  

• Leading position in niche or locally protected market
• Long standing established business with strong reputation that has withstood market cycles
• Recurring revenue stream from diverse customer base (no customer concentration)
• Low customer churn rate (e.g. 25% or less)
• Natural catalyst for transaction (e.g. divorce, partnership breakup, retirement, health, death, etc.)
  

• Steady or growing revenues and margins
• Minimum of 10% EBITDA margins for distribution or wholesale
• Minimum 20% EBITDA margins for services and manufacturing
• $500K to $3.0mm in EBITDA