Investment Criteria
We are focused on long-term buy & hold investments in durable, growth-oriented small companies within the industrial, field, and B2B services sectors.
Industry
Industrial, field service or B2B services
Large and growing addressable market
Fragmented industry
Meaningful barriers to entry
Low threat of external shocks
Business
US-based private companies with 10+ years of profitable operation
$2 million to $20 million Annual sales
10 to 100 employees
$500k to $3 million Annual earnings
Durable customer niche with strong growth potential
Situation
Retiring owner without a successor in place
Owner desires a more focused, less involved role (e.g. technical, sales)
Serial entrepreneur ready to transition to next venture
Owner seeking to diversify personal balance sheet with other investments