Investment Criteria
Could your business be a fit?
We keep our criteria public because your time matters. Here’s the honest picture of what we look for and what we don’t.
The Honest Filter
A strong fit looks like this.
We’re probably a great fit if…
- You’re consistently profitable, or clearly could be with better systems and pricing.
- Your books are clean enough to understand the business. Perfection not required. Honesty is.
- You’ve built a good reputation, loyal customers, and a capable team.
- You’re planning retirement or a transition, or you want a partner for the next stage of growth.
- There’s untapped potential in systems, marketing, or technology. To us that’s a plus, not a problem.
- You care what happens to your people and your name after the deal.
We’re probably not the right fit if…
- You’re a startup or pre-revenue idea. We work with established, operating businesses.
- The business is in deep distress and needs an emergency turnaround.
- You’re looking for the fastest possible check from the highest bidder, no questions asked.
- The entire business is one person’s output with no team and no interest in building one.
Close but not exact? Reach out anyway. Some of the best conversations start with “we’re probably not what you’re looking for, but…”
Industries We Know Well
If you serve real customers and do real work, we speak your language.
HVAC
Electrical
Plumbing
Construction & Roofing
Home Services
Landscaping
Medical & Wellness
Professional Services
Specialty Retail
Light Manufacturing
Trucking & Logistics
Restaurants & Food Service
IT Services
Salons & Barbershops
Industry not listed? If you’re an owner-operator running a real business, let’s talk anyway.
Our Promise
Every owner gets a straight answer, fast.
If we’re not the right fit, we’ll tell you quickly and point you in a better direction when we can. Your life’s work deserves respect from the first email.