
Criteria
​Industries
• Industrials-Logistics
• Consumer Goods
• Software
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Software and traditional non-technology companies where operational domain expertise and new technologies can be applied to increase value​
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We do not invest in healthcare or energy companies
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Financial Metrics
Revenue: $10M to $100M
EBITDA: $0 to $20M
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Location
U.S. or primarily U.S. based revenue
Transaction Type
• Majority control, buy-outs
• Divestitures and carve-outs
• Special/distressed situations
• Will consider other alternative investment proposals, as presented
Seller Attributes
• Unique niche, competitive advantage
• Strong management team; prefer at least two “C” suite executives; post-closing management transition is fine if seller goal
• Large market opportunity
• Significant internal growth prospects
• Industry acquisition opportunities
• Ability to continue to improve efficiencies through software/technology and automation; digital transformation
• Profitability through economic cycles
• Minimum 5 years operating history
• Diverse customer base; low concentration
• Strong to moderate recurring revenue
