top of page
INVESTMENT CRITERIA
Geography:
United States
01
Business Profile: Small and mid-sized businesses with durable demand, operational improvement potential, and clear value-creation levers
02
Situations: Founder transition, succession, special situations, and select off-market opportunities
03
Preferred Characteristics: Fragmented markets, operational inefficiencies, pricing opportunity, process improvement potential, and long-term value creation levers
04
Partnership Model:
Selective investor partnerships for direct acquisition opportunities
05
bottom of page