Investment Criteria

Our Thesis:

"We make evergreen investments in companies that matter deeply to their customers, clients, and communities."

Investment Profile

We seek to make control acquisitions in privately-held companies with the following characteristics:

Property Characteristics

owned real estate
any property type

Financial Characteristics

$1M to $20M Revenue
$0M to $10M EBITDA

Business Characteristics

Business to Business
Any customer concentration
Regulated industries preferred

Transaction Characteristics

Stock acquisition preferred
Seller note or earn-out required

Our Process

We deeply appreciate the opportunity to confidently discuss the divestiture of your life's work. We understand the gravity of the decision for ownership, shareholders, and employees who have contributed to the company's achievement. We promise to move quickly to express our interest and be transparent with our intent.

Indication of Interest Letter (72 hrs)
Binding Letter of Interest Letter (2 weeks)
Due Diligence Period (30 to 60 days)

Purchase Agreement Presentation
Transaction Closing
Post Closing True-Up Meeting

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