Our investment criteria focus on companies with an operating income between $500,000 and $2 million. We prioritize businesses that demonstrate stable profitability and a scalable service delivery model.

We target small to lower middle-market service businesses, particularly those headquartered in the U.S. with a strong preference for the Western region. Our ideal candidates have a defensible market position and a history of consistent performance.

Our value creation approach involves a structured roadmap that enhances organizational design, finance, and operations. We focus on growth strategies and operational efficiencies to maximize value for our partners.

We are committed to fostering ethical, informed, and enduring partnerships. Our focus is on transparency and collaboration, ensuring that all parties benefit from the relationship and contribute to mutual growth.

The investment timeline can vary based on the specific circumstances of each partnership. Generally, we aim to establish a clear roadmap within the first few months, focusing on immediate value creation and long-term growth strategies.