Investing In Enduring Businesses

We aim to preserve and grow exceptional family-owned businesses. We partner with companies that have proven their resilience through multiple business cycles and built strong relationships with their customers, employees, and communities. While maintaining the core values that drove your success, we bring fresh perspectives and operational expertise to help your business thrive for generations to come.

As patient, relationship-focused investors, we prioritize prompt and straightforward communication throughout the acquisition process.

What We Look For

Business

Strong Profits

$500k to $5M in annual cash flow

Consistent Historical Performance

10+ years of profitable operations

Solid Team

Strong non-owner management
team; ideally 10+ employees

Strong Market Position

Low customer or supplier concentration

Healthy Margins

15%+ net margins

Low ongoing capital requirements

Asset-heavy is acceptable as long as net new CapEx is low

Industry

Stable, non-cyclical industries

  • Services
  • Basic Manufacturing 
  • Value-added Distribution

Geography

U.S. or Canada

Ready To Partner With A Team That Values Your Business As Much As You Do?

Know A Business Owner
Ready for The Next Chapter?