Criteria

The basics.

Our criteria are deliberately simple. We focus on businesses we can understand, run, and own for the long term, without a need for continual access to outside capital to deliver acceptable returns.

  • Understandable Business We invest in what we know how to operate.
  • Operating Leadership in Place or Identified We extend legacies; we don’t parachute in turnaround teams.
  • Track Record of Sustainable Earnings We pay for proven cash flow, not projections.
  • Self-Funding Growth Limited need for continual capital markets access to achieve acceptable returns.
  • Control Interests Only We are owners, not minority partners.
  • Minimum $2 million Pre-Tax Earnings Transaction size greater than $10 million.

Target Markets

We have a strong track record in industrial niches and a clear sense of where our playbook applies. That said, we’ll look at any business that meets our criteria for quality at a reasonable price.

Industrial Consumables

Recurring-purchase products embedded in customers’ operations.

Value-Add Distribution

Distributors that win on technical expertise and service, not just price.

Light Manufacturing

Owner-operated manufacturers with established customer bases and proven products.

Metal Processing

Specialty fabrication and processing serving durable industrial end markets.

Business Services

Mission-critical services with high customer retention and recurring revenue.

Other Niches

Any business that meets our criteria for quality at a reasonable price.

Considering a sale?

If you own a business that fits the description above (or you’re an advisor representing one), we’d welcome a conversation. We move quickly, deal honestly, and respect what you’ve built.