Investment
Critera

01

Business Model

• B2B wholesale distribution.
• Light manufacturing.
• Essential industrial / B2B services.

02

Geography

• Continental USA.

03

Structure

• Majority preferred.
• Co-invest + operating partner roles welcomed when complementary skills and alignment of vision create a high-trust partnership.

04

Size

• $2-10 million in earnings or FCF.
• Flexible for co-invest or operating partner roles in larger platforms.

05

Ownership

• Founder or family‑owned.
• Management-led or sponsor-owned platforms where legacy and long-term alignment matter.

Key Attributes
We Favor

Consistent cash
flow

Multi‑year profitability and demonstrated resilience to ride out economic cycles.

Sticky customer
base

High repeat‑purchase rates, long‑tenure relationships, and low single‑customer concentration.

Defensible market
position

Differentiated products, service know how, or supply chain advantages that serve as material barriers to entry.

Industry
fragmentation

Operating in sectors still early in their consolidation curve, creating room for bolt‑ons and market share gain.

Professionalization
upside

Lifestyle businesses with clear pathways to enhance people, process, technology, and data.

Succession
catalyst

Owners who value legacy but seeking patient capital and operator expertise to unlock the next stage of growth.