Investment

Criteria

General acquisition and investment criteria

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

  • Revenue of $1 million to $750 million
  • Year over year revenue growth of 10% or more
  • Operating profit of $250k 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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HVAC + Plumbing

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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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