We focus on specific types of opportunities that align with our rollup strategy and create optimal conditions for building market leaders.
Investment Criteria
Deal Structure
Process
What We Target
01
Financial Criteria:
● Revenue: $[1] – $[3] million
● EBITDA: $[1]+ million preferred
● Growth: Demonstrated track record
● Profitability: Positive cash flow
02
Industry Focus:
● Fragmented markets with consolidation opportunity
● Recurring revenue models preferred
● B2B services and niche manufacturing
03
Geographic Scope:
● California & Utah
● U.S
04
Business Characteristics:
● Strong management teams
● Scalable operations
● Clear competitive advantages
● Growth potential through acquisition
How We Structure Deals
Equity Positions:
● Majority or significant minority stakes
● Management rollover encouraged
● Performance-based earnouts available
Capital Structure:
● Flexible on debt/equity mix
● SBA financing experience
● Seller financing consideration
Our Process
Typically 60-90 days from LOI to close