Acquisition criteria

What we look for.

We are most interested in businesses that provide essential or recurring value, have earned durable customer trust, and can thrive beyond one owner.

01

Durable demand

Products or services address a persistent need and are not dependent on a passing trend.

02

Transferable operations

Knowledge, customer relationships, and execution can extend beyond a single individual.

03

Sound economics

Revenue, cash generation, working capital, and reinvestment needs are understandable.

04

Capable people

Employees and managers are a meaningful part of the company’s strength and continuity.

05

A clear path forward

The transition or ownership model can support durable value without relying on a speculative transformation.

A useful first introduction

Start broad. Protect the details.

At first contact, a high-level overview is enough:

  • What the business does and who it serves
  • Why the owner is considering a transition
  • The broad operating model and source of recurring demand
  • What the owner wants to protect or accomplish

Do not submit customer lists, employee records, tax returns, banking information, trade secrets, or other confidential material through the public website.

A direct conversation

Considering what comes next?

Tell us what you have built, what matters to you, and what a successful transition would mean.

Share a high-level introduction