Investment Criteria

High percentage of recurring revenue

Diverse customer base and low churn

Solid Ebitda margin - above 15%

Simple operations

Sustainable competitive advantage (i.e. strategic positioning, proprietary knowledge, pricing power, customer captivity, economies of scale)

Strong cash flow generation & profitability

B2B durable demand

Industry with growth potential

Fragmented market

Strong & defensible local or regional market position

Niche market

Low public sector exposure

Low regulatory risk

Owner(s) focused on preserving & enhancing their legacy, while securing liquidity to dedicate to other projects in life

Owner(s) seeking succession due to retirement or desire to step back gradually from daily management 

Experienced owner(s) pursuing strategic exit as part of wealth planning, family office solution or significant personal consideration

80-100% ownership acquisition