Investment Criteria

We partner with a select number of exceptional companies. Our acquisitions typically meet the size and industry criteria below.

Transaction Profile


Typically founder / family-run

Transaction Size

$5 to $100 million for platforms. No restrictions for strategic add-ons

Transaction Structure

We mainly pursue majority acquisitions

Business Attributes

Stable revenue and history of profitability, ability to weather economic cycles

Defensible competitive position, repeat customers

Differentiated products with barriers to entry

Industries in the early stages of consolidation

Family-owned companies looking for additional resources to accelerate growth


Business Services

Professional, Staffing, Supply Chain, Logistics, Collections, Contract Research, Process Outsourcing


Behavioral Health, Testing & Diagnostics, Healthcare Services, Pharma Services, Medical Products and Devices, Technology-based Healthcare Solutions, and Elderly Care


IT Hardware Services, End-of-Life Asset Disposition, Reverse Logistics, Repair & Maintenance, B2B Software

Telecom & IT Services

Internet Service Providers, Fiber, IPTV, Fixed Wireless, Managed Service Providers, IT B2B Services


Industrial Services, Specialized Manufacturing, Value-added Distribution

Special Situations

Spinoffs, Corporate Carve-Outs, Recapitalizations, Turnarounds