INVESTMENT CRITERIA

An ideal business has the following characteristics:

 

Financial

• $3.0 million to $50.0 million of annual revenue

• $0.6 million to $5.0 million of annual EBITDA

• 3+ years of profitability 

• >15% Operating Margin

 

Company characteristics​

• Strong middle management

• High customer retention rates

• Low cyclicality / asset-light 

• Diverse customer base

• Differentiated value proposition

• Defensible competitive advantage

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Industry areas

• Tech enabled services

• Marketing services

• Translation and transcription

• Human Resources services

• Healthcare business services

• BPO Services

• Value-added assembly

• Light manufacturing

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Seller situation

• Family, founder, or entrepreneur owned seeking liquidity / exit

• Willing to support transition