OUR MISSION
Build businesses worth
building on.
Long-term ownership starts with respect for what
already exists.
We believe the foundation of every great business is the hard work and
dedication of those who built it. Our role is not to disrupt, but to steward—
preserving the core values while providing the resources for sustainable,
generational growth.
Fragmented and Growing Industry
Growth tailwinds are driven more by addressable market opportunity expansion than share grabs from competitors, and there are no single players with outsized market share
Straight Forward Business Model
A 5th grader can understand what your business does, and your most junior employee can explain it to them – just as easily as you can
Low Cyclicality and easonality
Profitable in every business climate; operations are reasonably consistent throughout the year
Predictable, Recurring Revenue
$8 million –$50 million of revenue
80%+ of last year's customers are this year's customers
Strong preference for revenue that is contractually recurring
Healthy Margins
20%+ pre-tax profit margin
You provide a mission-critical service and, as a result, have strong pricing power
Low Capital Requirements
Business does not need constant and costly infusion of capital to maintain baseline operations
Customer base can scale at a faster rate than the capital necessary to serve those new customers
HOW WE ARE DIFFERENTIATED
HOW WE ARE DIFFERENTIATED
Focus
Objectives
Time Horizon
Deal Terms
Current Employees
Owner Transition
100% of our time and energy is dedicated to this sole purpose
Execute on existing vision while seeking out additional growth channels
Long-term view with focus on enduring value creation
Highly flexible with ability to accommodate the current owner
Critical to the continued success of the company
Customizable to fit any business needs and the desires of the current owner
Private Equity
One of numerous portfolio companies
Maximize short-term returns through increased leverage
Typically 3-5 years
Rigid and dependent on investor agreements and return thresholds
Dependent on buyout firm's plan to maximize returns
Typically expected to continue running
the business, but with additional
scruitiny and oversight
Strategic Buyer
Small piece of a lager organization; limited management focus post-close
Aggressive cost cutting with goal of eliminated redundancies
Varies; depends on ever-evolving corporate strategy
Structured to protect the larger buyer
Redundant roles often eliminated
Uncertain; depends on the parent company's needs and expectations