What We Look For

Financial

$1-15mm EBITDA
Recurring revenue
Stable profitability
Potential growth avenues
Strong cash flow conversion

Industry

Stable or growing market
Limited cyclicality
Limited risk of technological disruption

Owner

Seeking full or majority sale
Looking for less active day-to-day role, or a full exit from the business
Want to ensure continuity of the business

Process

Step 1. Introduction

Intro meetings / calls

Sign Confidentiality Agreement (CA)

Assess basic financials

01

Step 2. Exploration

02

Discuss joint objective

Gather additional information

Submit Expression of Interest (EOI)

Step 3. Due Diligence

03

Gather additional information

Submit Expression of Interest (EOI)

Complete commercial, legal, and financial due diligence

Step 4. Acquisition

Sign Purchase and Sales Agreement (PSA)

Transfer funds to owner

04

Step 5. Management Transition

05

Transition to operating the business

Source internal or external talent to operate the company