Criteria
What We're Looking For
One exceptional B2B or B2G company, acquired and led for the long term.
Investment Criteria
The profile of a business we can close on.
This is the language of a serious, well-capitalized buyer who can actually close. Each line below is paired with why it matters to you.
Company Size
$0–0M in EBITDA
Proven product-market fit and room to scale, not a turnaround.
Business Model
B2B or B2G software and services
Recurring revenue and positive cash flow, so growth builds on a stable base.
Transaction Size
$0–0M enterprise value
Financially positioned to close, no financing contingencies.
Geography
National, Western U.S. preferred
Close enough to be genuinely hands-on from day one.
Ownership
Founder-led or family-owned
Succession situations and non-core divestitures both fit.
Operating History
0+ years
A real track record, which is signal, not a bet on a plan.
What Matters Beyond the Numbers
Business characteristics we value.
- Mission-critical or compliance-driven
- Consultative sales built on trust
- Low customer concentration
- Under-optimized go-to-market
- Recent regulatory or demographic tailwinds
- Strong unit economics
Sectors of Particular Interest
Fragmented markets, real regulatory complexity.
Education & Trade Schools
Where trust and outcomes drive enrollment.
Outsourced School Services
MSP, HR, finance, facilities serving schools and districts.
Compliance-Driven Businesses
Regulation as moat, not just cost.
Tech-Enabled Services
Mission-critical, consultative, low concentration.
The Ideal Partnership
You've built something exceptional and hit a ceiling on growth.
If that sounds like a mission-critical B2B business serving regulated industries, government, or enterprise customers, where relationships and trust drive retention, we'd like to talk.
- 01
Maybe you've dominated a niche but can't expand geographically.
- 02
Maybe revenue is steady but has slowed from where it used to be.
- 03
Maybe the business is worth more than you have the bandwidth to unlock on your own.
Have an opportunity?
If you're an owner or intermediary with a matching company, we'd love to hear from you. All conversations are confidential.
Not sure if you're a fit?
Doesn't need to check every box. We're flexible, and always interested in exceptional companies.