Mission Statement
Investing in search funds and search fund operating companies and helping the searchers and CEOs in the process of identification, diligence, purchase, operations, and eventual sale. We also participate in select secondary asset purchases and fund investments.
Value. Added. Partner.
We pride ourselves in being a Value Added Partner in every investment that we make.
- Search Funds – We are part of the ‘search fund mafia’ and highly networked into searchers and search fund investors domestically and internationally.
- Sellers – We are discreet, decisive, and fair partners to business owners and stockholders seeking to monetize their investment — whether through a search fund transaction or a secondary sale.
- Companies – We are experienced, knowledgeable, highly-networked, collaborative board members who will help build your company.
- Venture Funds & Limited Partners – We remain active partners to venture funds and limited partners seeking to gain liquidity in the secondary market.
Criteria & Sector
Because we are highly opportunistic, the criteria and sectors below represent only general guidelines. We actively consider all opportunities.
Investment Criteria:
- Equity check size: $250K – $1M per transaction
- Target company EBITDA: $1.5M – $3M
- EBITDA margin: >15%, with a track record of growth and profitability (not projected)
- Owner-operated or founder-led businesses, often in a succession or ownership-transition situation
- Diversified, reference-able customer base
- Prefer board seat
Investment Sectors:
- Software / SaaS
- Business Services
- Consumer & Retail
- Healthcare Services
- Financial Services
- Distribution & Light Manufacturing