Investment Strategy

Investment Criteria
We acquire B2B companies generating up to $20M EBITDA, with strong cash flow, high quality products and services, and recurring customer demand.
Focus on Essential B2B Sectors
We focus on essential B2B sectors where long-standing customer relationships, recurring revenues, and consistent cash flows are drivers of value. We look for companies with high quality products and services and good reputations and we help them grow to the next stage.
Manufacturing
We acquire traditional and specialized manufacturing businesses, where technical expertise, quality, and long-standing customer relationships are key drivers of value.
With available capital for growth and maintenance needs, and support from our Growth Team, our companies can expand capacity, hire new talent, and attract new customers.
- Manufacturing, assembly, or technical processing operations
- Sub-component or precision parts used in essential end-markets
- Low to moderate capital intensity
- Long-standing customer relationships and strong margins
B2B Services & Value-Added Distribution
We invest in service businesses that deliver critical value to their customers — recurring relationships, deep expertise in essential services and people who deliver consistently, as well as value-added distributors who do more than move product — businesses that add value through product expertise, packaging, customization, or service.
We support growth by strengthening customer relationships, expanding into new products or services, regions and channels, and building on operational strengths that are already in place.
- Value-added services (e.g. configuration & packaging, assembly, reverse logistics)
- Niche services that customers view as essential to their operations
- Specialized focus with recurring or contract-based revenue models
- Strong teams with long-standing client relationships
- Growth potential through channels or geographic expansion
Deal Process
Our process is designed to be simple, provide clarity at every step, and ensure everyone stays aligned from the first conversation to the close.
- Our diligence process is quick and efficient
- We make timely, informed decisions
- You’ll always know where things stand
- Our goal is to be aligned for success
- Always respectful of your time

