Acquisition Criteria
Industry Sectors
Industry Sectors
- Industrial Manufacturing
- Architecture, Engineering, and Construction (AEC)
- Supply Chain & Distribution
- Transportation and Logistics
- Home Services
- Private Equity, Investment Banks, and M&A firms
- Healthcare
- Technology and Software
Competitive Advantage
Competitive Advantage
- Strong market position and reputation
- Entrenched customer relationships
- Differentiated productized advantage
- Driven by low-cost structure
- Skilled channel management
- Proprietary and proven scalable processes
Financial Characteristics
Financial Characteristics
- Total Gross Revenue for platform investments typically range from $1 to $5 million. Tuck in investments usually fall under $1 million Gross Revenue
- Profitability target of $250,000 to $1,000,000 with margins of 15% to 30% or higher for platform investments
- Maintain a strong monthly recurring revenue (MRR):project ratio, with a target of 50% or more
- Limited customer concentration: avoiding reliance on any single client or group of clients
Ownership Characteristics
Ownership Characteristics
- Owners ready to retire or exit their business, seeking a trustworthy partner for a positive future
- Businesses experiencing growth challenges due to limited resources or operational hurdles
- Owners desiring stability and support, looking to join a group that offers a solid foundation
- Business owners interested in becoming part of a strong ecosystem, with plans for a future exit
Geographic Focus
Geographic Focus
- Ideally situated within the contiguous 48 states of the United States, open to exploring opportunities across North America
- Outside geographic areas will be considered on a deal by deal basis
- Operated remotely, in a hybrid model, or maintain a full-time office presence. We recognize and welcome the agency models prevalent across today’s landscape
Growth Opportunities
Growth Opportunities
- Proactive and driven management team with an ability to thrive in a performance-based culture, and lead by example
- Commitment to new products, customers, expansion, and/or potential tuck-in acquisitions
- Opportunities to expand through new capital expenditures and infrastructure
