We are flexible and understand that each situation is unique. We evaluate each opportunity on a case-by-case basis and are able to identify value creation opportunities in non-textbook cases. The following high-level criteria are a general indication of what we look for:
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- Company Profile:
- Proven reputation in the market
- Earnings resiliency from having an established and diverse customer base
- A differentiation and competitive advantage exists or can be created
- Company Profile:
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- Financial Profile:
- EBITDA between $1 million to $5 million
- >15% EBITDA margin over the last 3 years
- Steady revenue over the last 5 years
- Financial Profile:
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- Transition Scenarios:
- Owner planning to retire or partner seeking an exit
- Owner seeking to stay on a limited role in the company as part of retirement planning
- Owner looking for a majority partner
- Strong team in place
- Corporate spin-offs
- No early stage ventures
- Transition Scenarios: