Investment Criteria

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

 

Banner Photo: Dan Ransom