INVESTMENT CRITERIA

Acquisition Focus:
We are actively seeking investments in lower middle-market companies, ideally family- and entrepreneur-owned businesses, with transaction values under $30 million.

Industries:
• Manufacturing
• Engineering
• Construction
• Industrial Services


These companies should have proprietary processes or mission-critical products, are critical to their clients' success, and generate $2MM to $6MM in EBITDA with positive cash flow. We target businesses with stable or growing demand that would benefit from modernization and improved operational practices. Ideally, the seller is open to staying involved post-acquisition to support a smooth transition.

Acquisition Characteristics
• Revenue: Greater than $5 million
• EBITDA: $2 million to $6 million
• Positive Cash Flow
• Niche or Unique Business
• Recurring Revenue
• Mission-Critical Products or Services
• Mature/Proven Business History

Operational & Strategic Considerations
• Growth Potential: Ability to scale with minimal additional capital requirements.
• Management: Preference for companies with capable, committed management who can drive      growth and operational improvements.
• Ownership: Open to majority ownership or strategic minority stakes.
• Transition: Ideal for businesses in transition from family or entrepreneurial ownership, facilitating liquidity or succession.
• Geography: U.S.-based.
• Market Position: Preference for companies in stable or growing markets.