Investment

Criteria

We look for companies with the following criteria:

General acquisition and investment criteria

Our partner investment groups seek companies with the following metrics. These are general guidelines and may change based on industry and uniqueness of the business. If you meet the following or anticipate reaching these numbers in the near future, we would be interested in speaking with you about your business.

  • Revenue up to $500 million
  • Year over year revenue growth of 10% or more
  • Operating profit up to $100 million
  • Strong market niche or competitive advantages
  • Little to no institutional venture capital invested to date
  • Capital efficiency not requiring substantial follow-on financing
  • Businesses located in the US or Canada
  • Customer concentration less than 35%

Investment Sectors

Business Services

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Dental

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Distribution

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Eye Care

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Healthcare

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Home Care

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Insurance

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Manufacturing

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Software

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Veterinarian

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