INVESTMENT CRITERIA


We look for North American-based private companies with consistent annual pre-tax net earnings between $1 million and $10 million, and two or more of the following characteristics:

Stable & Diversified Client Base

Healthy Layer of Non-Owner Management

Closely Held Ownership Looking to Retire

Quality Brand Name/Strong Reputation

Established Niche Expertise

 

If these criteria fit your organization, please introduce yourself to us.

Learn more about our investment approach.