Investment Criteria
Our criteria keeps deals simple and aligned: durable demand, strong operators, and clear paths to operational lift.
What we look for
- Established customer demand and repeatable revenue
- Owner-operator or manager-in-place potential
- Room to improve systems, pricing, and customer experience
- Favorable unit economics and clear value levers
- Ethical operations and strong local reputation
Ideal deal profile
- Small to lower-middle market acquisitions
- Service businesses, B2B, light consumer brands
- Geography-flexible with preference for scalable ops
- Opportunities where digital + process improvement matter
SOPs
KPIs
Modern marketing
Sales enablement
Cash flow
Quick screening questions
- What does the business do better than competitors today?
- Where does revenue come from—and how repeatable is it?
- What breaks when the owner steps away?
- What are the top 3 operational bottlenecks?
- Which growth lever is most obvious: pricing, volume, new channels, or new markets?