Investment Criteria

What We Look For

We selectively pursue established businesses with durable economics, strong operating foundations, and opportunities for long-term value creation.

Business Characteristics

What Makes
a Business a Fit

  • Recurring, repeat, or highly predictable revenue
  • Consistent profitability and cash flow
  • Essential or operationally embedded offerings
  • Loyal customer base and strong reputation
  • Defensible local or niche market position
  • Opportunities to improve systems, reporting, pricing, or execution

Industries of Interest

Where We Focus

  • Business services
  • Industrial services
  • Specialty trade services
  • Niche manufacturing
  • Logistics and route-based services
  • Select service businesses with durable demand

Transition

What We Value
in a Transition

01

Owners who care about continuity

02

Stable employee base

03

Clear handoff expectations

04

Willingness to engage in a professional, confidential process

Geographic Focus

Gulf South & Beyond

Primary focus in the Gulf South and surrounding markets, with flexibility for exceptional opportunities.

Size Parameters

Lower Middle Market

We generally focus on lower middle market opportunities with established revenue, demonstrated earnings, and a clear path to stable ownership transition.