Our Investment Criteria
Investment Criteria
Below is a list of criteria we use to evaluate businesses. We understand that all companies are unique and may not fit perfectly with our criteria below. If your business is greater than $1M of annual cash flow in the American East, but you are unsure if it meets the rest of our criteria, we encourage you to reach out via our form below:
Size
Geography
Management
Industry
Industrials - niche manufacturing, value-add distribution, trades / home services, etc.
Services - healthcare services, maintenance services, environmental services, security, etc.
GOVCON - SDVOSBs, industrials, or services businesses serving the federal government
Business
Recurring or repeat customers
10+ years of operations
Diversified customer base
Low cyclicality / seasonality
Financials
Track record of growth
Strong margin profile
Low capital expenditures
Limited historical volatility