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Image by Daniel Smyth

Maximizing Long-Term Value

Investment Criteria

We believe that investing in companies in fragmented industries or those that are leaders in niche markets, with strong margins and positive, predictable cash flows, offer the best opportunity for investors to maximize their returns and minimize risk.​

EBITDA
Between $2 and $10 million
INDUSTRIES
Business Services; Niche Manufacturing
GEOGRAPHY
Operations headquartered in the U.S. with a preference for East-coast companies.
WHAT WE LOOK FOR
Closely held / founder-owned; Recurring revenue streams; predictable and consistent cash flows; stable growth with defensible market positions; market fragmentation; Management or business model transitions 
TRANSACTION STRUCTURE
Full buyout; Majority or minority recapitalizations; Growth Equity; Add-on acquisitions
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