Pushing Past the Plateau

Pursuing long-term growth while preserving
your company’s core values

What Makes Us Different?

  • We view small businesses as platforms for success. Other firms may view you as a simple bolt-on to some larger investments.
  • We put your business, legacy, and culture at the center of our combined strategy.
  • With our operator-centric model, we invest in your business with talent and time, not just capital.

Operator-Centric Model

We are committed to helping owners accomplish their goals. Our investment proposals are flexible and tailored to meet your unique objectives. Our goal is to continue to build real, lasting, and long-term partnerships while preserving the company’s core values.

We utilize a unique operator-centric approach to business. Our Principal and Operating Partners are entrepreneurs looking to run their next business. They are founders, military veterans, engineers, and business folks, who join us to find their next company. You will be speaking directly with the potential next CEO of your company and have the opportunity to evaluate them throughout the deal closing process. They have gone through an extensive selection process and are invested in your company's long term future.

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Our Investment Criteria

PRIVATELY HELD, U.S.–BASED

HISTORY OF REVENUE AND EBITDA GROWTH

10

EBITDA MARGINS

3

HISTORY OF PROFITABILITY

10

EBITDA

75

OF REVENUES

TRANSITION PARTNER OR GROWTH PARTNER NEEDED

FIT WITH OPERATOR-CENTRIC MODEL

MAJORITY INVESTMENT

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