Our Strategy

We invest in the acquisition of enduringly profitable small businesses fitting a specific profile in partnership with highly-qualified entrepreneurs

Target Business & Industry Profile

B2B company with a large base of repeat customers

Stable EBITDA in the $1M – $5M range

Over 10 years in business with durable earnings

Sustainable barriers to competition`

We will not invest in businesses which:

have cyclical demand

are technology-centric

are overly dependent on a few key suppliers

are overly dependent on a few large customers

rely heavily on the skill of the previous owner

TARGET ENTREPRENEUR PROFILE

Independent

sponsor

High degree of integrity, humility, and energy

Focused on fundamental value creation

Strong track record and professional references

Co-investing in
the acquisition

MBA preferred

Professional experience includes:

leading teams

managing a P&L

sales

business operations

establishing a strategic direction

handling financials

WE TAKE A MULTI-FACETED APPROACH TO SOURCING OUR DEALS AND EMPLOY A RIGOROUS, MULTI-PHASED SCREENING AND DUE DILIGENCE PROCESS TO THOROUGH VET EACH OPPORTUNITY

DEAL SOURCING

We have exploratory conversations with hundreds of entrepreneurs to identify those with the greatest potential. Our sourcing includes:

Conferences

Our investor network

Targeted social media

Sponsor platforms

Referrals from vendors

Direct outreach

Our broad approach ensures we can cherry-pick only the most attractive opportunities and facilitates our fund’s diversification across industries, geographies, strategies, and sponsors.

SCREENING & DUE DILIGENCE

We thoroughly assess the acquirer’s proficiency, the business’ fundamentals, and the investment’s financial potential for our investors for every deal we consider. Our diligence includes:

Reviewing company records

Financial modeling

Risk review

Interviews

3rd party reports

Legal review

Our objective in due diligence is to remove as much risk from each deal as possible for our fund’s investors.