Characteristics. Capable management team, proven business model, defensible competitive advantage(s), large addressable markets, strong growth potential, and products or services that are disruptive to their industry. We are looking to acquire companies that solve problems and satisfy demand through superior innovation, creativity, economics and execution.
Size. Typically $2-10mm in EBITDA
Sectors. Business Services, Education, Energy, Health & Wellness, Media, and Technology
Geography. Western US preferred
Ownership position. Majority preferred
Transactions. Platform investments, add-on acquisitions, and recapitalizations of portfolio companies
Investment timeframe. Flexible; typically 5-10 years