
Our Approach
Identifying and cultivating a sector-defining business.
Our mission and vision
Our mission is to acquire, operate, and grow a single, great business.
Our vision is to preserve the legacy you’ve built, and to deliver long-term value to your employees, customers, and the broader community you serve.
How we operate
Unlike traditional private equity, our goal is to acquire a single company that we ourselves will step into as leaders of the business. We will be dedicated to the daily operations of the business, and work alongside your employees and customers to steward the company into the next chapter of its story.
We take a three-stage approach to our investment process:
Stage 1: Exploration. We want to learn about you and the company you’ve built. You’ll get to know us, our values, and how we can potentially work together.
Stage 2: Letter of intent (“LOI”). We submit information requests to better understand the operations and financial profile of the business, and lay out the key terms of our partnership.
Stage 3: Diligence and close. Final diligence, documentation, and wiring of funds.
What we look for
We have a flexible mandate from our investors, but the businesses that get us particularly excited usually exhibit the following characteristics:
B2B or B2C services with highly recurring (or “re-occurring”) revenues and a loyal customer base
Annual revenues of $5 - 50 million, and / or EBITDA of $1 - $10 million
Proven market leadership, clear growth avenues, and an owner motivated to sell — while retaining a minority stake in the business
We aim to execute an efficient transaction process and vow to operate with the highest level of integrity throughout the deal and beyond.
