Investment Criteria

We are looking for private companies with EBITDA* of up to 5 million USD.  We also prefer companies that:

  • have some level of management depth; we generally prefer to avoid companies that rely solely on the owner-manager to function,
  • have a reasonably stable and wide customer base,
  • have a solid reputation in their niche or geographic market, and
  • are in a stable financial position.

We favor taking a controlling equity stake or an outright acquisition of a business but are also open to acquiring a minority stake when current owners seek capital for growth, assuming certain criteria are met.


If your organization could benefit from permanent capital and fits these standards, please reach out to us.  We’d love to talk.


* EBITDA: Earnings before interest, taxes, depreciation and amortization.