Investment Criteria

What We're Looking For

We target established, profitable businesses with strong fundamentals and clear opportunities for operational improvement

Preferred Business Profile

Our ideal acquisition targets meet specific financial, operational, and strategic criteria

Financial Criteria

Purchase Price

$2.0M – $5.0M

Target acquisition range for control purchases

Cash Flow

$600K – $1.0M+

SDE or normalized EBITDA annually

Profit Margins

20%+

Defensible margins with competitive advantages

Operating History

10+ Years

Established track record and market presence

Operational Profile

Team Size

10+ full-time employees with established roles and responsibilities

Business Type

Non-owner-dependent with established management or key personnel

Customers

Diversified customer base; repeat or contracted revenue preferred

Industry Focus

We're open to multiple sectors with a preference for essential, recession-resistant businesses

Essential Services

Critical business services with recurring demand

B2B Services

Commercial services with contract revenue

Specialty Service Businesses

Niche services with specialized expertise

Light Manufacturing

Established manufacturing operations

Specialty Distribution

Niche distribution with strong relationships

Other Industries

Open to other established sectors

Two puzzle pieces connecting, one white and one grey, on a contrasting background, symbolizing unity, connection, and collaboration. Copy space for text.

What We're Not Looking For

  • Early-stage companies or startups
  • Turnarounds or distressed businesses
  • Highly seasonal businesses
  • Owner-centric operations without management
Geographic Focus

Where We Invest

Our geographic focus centers on Southern California with selective consideration of opportunities across the Western United States for the right businesses.

Primary Focus

Southern California — businesses located in or serving the Southern California market

Secondary Consideration

Western United States — select opportunities that meet our criteria across the western region

Remote Operations

Fully Remote Businesses — open to location-independent operations with distributed teams

Hand shaking print screen on wooden block cube between human icon for business deal and agreement concept.

Transaction Parameters

We structure transactions with conservative leverage and alignment of incentives

Control Acquisitions

Asset or stock purchases for majority control

SBA-Eligible

Bank-financeable transactions preferred

Seller Financing

Welcomed but not required

Seller Transition

Expected to ensure business continuity

Our Approach to Structuring

Conservative Leverage: Strong debt-service coverage ratios for financial stability

Aligned Incentives: Rollover equity or seller notes to align interests

Downside Protection: Capital preservation as a primary consideration

Clean Transactions: Efficient, professional process from LOI to close

What Sets Us Apart

Speed & Efficiency

We move quickly through diligence and close on agreed timelines

Certainty of Close

Conservative structures and strong relationships with lenders

Clear Communication

Transparent process with regular updates throughout

Respect for Legacy

We honor what you've built and preserve your company's culture

Investment Criteria Summary

A comprehensive overview of our ideal acquisition target

Purchase Price

$2.0M – $5.0M

Cash Flow (SDE/EBITDA)

$600K – $1.0M+

Profit Margins

20%+

Operating History

10+ years

Team Size

10+ full-time employees

Geography

Southern California (Primary), Western U.S. (Secondary)

Industry Focus

Essential Services, B2B, Specialty Services, Light Manufacturing, Distribution

Business Type

Non-owner-dependent with established management

Does your business match these criteria?

Let's Discuss Your Business