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 $3mm or more in EBITDA.

Sectors. Business Services, Consumer Products, Energy, Education, Media & Entertainment, Health & Wellness, Information Services, and Technology

Geography. Western US

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