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Investment Criteria

Our Purpose

Our purpose is to invest in and run a single small business for the long-haul. We want to grow the business, invest in its people and the community around it, and carry on the legacy you have built.

What We Offer

A successor to carry your business forward


An opportunity to diversify your wealth

A path to more time for family and other pursuits

What we're looking for

Compelling companies

  • Product businesses that create beautiful products that enrich the lives of their customers

  • Service businesses that focus on exceptional quality to delight their customers

Proven financial success

  • $2M - $10M Revenue  - and - 

  • $400K - $2M EBITDA


The right seller

  • Seller / owner who is looking to completely exit the business

  • Seller / owner who values a succession partner who will preserve their legacy, take care of their employees, and lead with a long-term value focus

Ready to secure your legacy?

Contact us today.
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