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Investment Criteria

Industries

• Manufacturing

• Logistics

• Enterprise Software

​* ​We do not invest in healthcare or energy companies (oil & gas)

Financial Metrics

• Revenue: $10M to $100M

• EBITDA: $0 to $20M

Location

U.S. or primarily U.S. based revenue

Transaction Type

• Corporate acquisitions/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

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Locations:

Tel:

Email:

New York

560 Lexington Ave., 2nd Floor

New York, NY 10022

Los Angeles

9465 Wilshire Blvd., 3rd Floor

Beverly Hills, CA 90212

310-263-8334

© 2026 Bateo Equity.  All Rights Reserved.

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