Investment Criteria
What We’re Looking For
We seek established, profitable businesses with durable customer relationships, attractive economics, and opportunities for long-term growth.
We favor recurring or repeat revenue, attractive margins, durable customer relationships, defensible market positions, and opportunities for long-term organic growth and selective acquisitions.
Areas of Interest
Across sectors, we look for durable operating fundamentals: recurring demand, attractive margins, and businesses that benefit from hands-on, long-term ownership.
B2B & B2C Services
Mission-critical, recurring, route-based, or essential service businesses with durable customer relationships.
Industrial
Specialty industrial services and manufacturing businesses with strong margins, repeat demand, and room to grow.
Distribution
Value-added distributors with technical expertise, resilient customer demand, and aftermarket exposure.
Specialty Businesses
Niche businesses with defensible positions, recurring demand, and fragmented competitive landscapes.
We are industry-flexible and prioritize business quality: durable cash flow, defensible market positions, attractive unit economics, and opportunities to build for the long term.