What we look for in a business

We’re searching for a company that meets most of the following characteristics:

Recurring revenues and stable profitability

Sticky customers that provide predictable, repeat revenue, coupled with strong EBITDA margins >10%

Recurring services that fill gaps for other companies

Businesses that generate >60% of revenue from sales of recurring or contracted services, tailored specifically for other businesses' needs and operations

A stellar culture where people come first

A team culture where people love working, collaborate with each other and believe in the product or service they provide

Recession-proof with room to grow

Be in a fragmented industry (no major players) with attractive macro tailwinds and low cyclicality

 Our Process

We’re here to make the transition of ownership as smooth and thoughtful as possible, working with you at every step to secure the best future for your business, employees, and customers.
We'll guide you through the entire journey of transferring ownership with a simple process designed to make each step clear and manageable.

  • We’ll start with a call or meeting to understand your transition or exit goals and see how they align with our approach.

  • If there’s a good fit, we’ll sign a Non-Disclosure Agreement to keep your business information private. We’ll both agree to dive deeper into the company’s financial and strategic landscape, so we can begin determining its value.

  • Together, we’ll settle on a proposed valuation and start exclusive negotiations toward the sale. We’ll also provide a list of items for due diligence.

  • During this phase, we’ll review key aspects of your business, including products or services, operations, customers, assets, and liabilities.

  • We’ll finalize all documentation, transfer funds, and outline the transition or training timeline.