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.