Our Investment Criteria

Parameters

  • Company Size: $3 - 15 million in revenue


  • Business Model: B2B Software or Services, strong recurring revenue (ARR focus), cash flow positive

  • Transaction Size: $10 - 60 million enterprise value (flexible to go higher)


  • Geography: National search, with preference for Western U.S. opportunities


  • Ownership: Founder-led, family-owned businesses considering succession or platform divestitures of non-core

Business Characteristics

  • Mission-critical product/service or compliance-driven need


  • Complex, enterprise-oriented sales cycle


  • Long tail of competitors across regional markets

  • Under-invested sales infrastructure or go-to-market strategy


  • Recent regulatory or demographic catalysts