01 Acquisition criteria

A clear fit makes for
a better partnership.

We are interested in established businesses with sound fundamentals, committed people, and meaningful potential—not distressed turnarounds or speculative concepts.

01

History

At least three years of operating history with understandable performance and a durable reason for customers to stay.

02

Earnings

$100K–$800K in EBITDA, with consistent cash generation and a credible path to responsible growth.

03

Geography

Businesses operating in the mainland United States, with particular interest in the Southeast.

04

Ownership

Founder-, family-, or operator-led companies considering succession, partial liquidity, or a capable long-term home.

05

People

A team and culture worth preserving, with room to clarify roles, grow leaders, and reduce owner dependence over time.

06

Opportunity

Practical ways to improve systems, customer experience, technology, commercial execution, or operating visibility.

02 Areas of interest

Broad enough to see opportunity.
Disciplined enough to say no.

Particular interest

  • Main Street and essential services
  • SaaS and recurring-revenue software
  • IT and technology-enabled services
  • Applied AI and robotics
  • Real estate operating opportunities

What matters across sectors

  • Demonstrated customer value
  • Healthy underlying economics
  • Ethical and transparent operations
  • A defensible position or niche
  • Alignment around long-term ownership

03 A straightforward first step

01Confidential introduction
02Initial fit review
03Thoughtful conversation

Not an exact match? Good businesses rarely fit a checklist perfectly.

Tell us about the opportunity