Investment Criteria

Financial

  • EBITDA exceeding $800K, with stable margins and consistent profitability over the past five years

  • Proven track record of stable and positive cash flow over the same period

  • Consistent revenue growth driven by recurring revenue or a strong base of repeat customers

Industry

  • Preference for essential, recurring, or value-add B2B services businesses

  • Additional interest in specialty component or product manufacturing

  • Targeting key end markets with strong growth drivers, low cyclicality, and minimal concentration

Ownership

  • Privately-held companies where the primary owner intends to fully exit

  • Key management committed to staying onboard to ensure seamless operational continuity

  • Dedicated to preserving the company’s legacy and values throughout and beyond the transition

Geography

  • Targeting businesses in Florida, Georgia, or North Carolina, which are positioned to benefit from strong regional economic growth

  • Seeking companies with strong local market presence and the potential for regional or national expansion