Investment Criteria
What we look for.
Every opportunity is evaluated on its own merits.
Geography
We seek businesses based in the United States and Canada. We are open to companies with international operations anchored in North America.
Business size
Small to mid-sized businesses with established operations. Specific revenue and earnings ranges are discussed confidentially.
Ownership situations
Founder succession, retirement transitions, management buyouts, recapitalizations, corporate carve-outs, and growth partnerships.
Sector focus
Healthcare services — including home health, assisted living, and home care — business services, technology-enabled services, industrial and specialty services, and consumer businesses.
Competitive advantages
We seek durable customer relationships, strong reputations, recurring or repeat demand, and defensible local or niche positions.
Management and culture
We are open to owners who wish to stay involved and to businesses with strong second-level leadership. We value healthy cultures and intend to preserve them.
Growth opportunities
Room to grow through operational improvement, geographic expansion, add-on acquisitions, or investment in people and systems.
Transaction structures
Majority and control acquisitions, structured partnerships, and flexible arrangements designed around the goals of the seller.
Target revenue, EBITDA, and transaction-size ranges are discussed confidentially and are not published. If you believe your business may be a fit, we welcome a conversation.
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