Investment Criteria

We believe that business is about more than dollars and cents; good partnerships depend on individual relationships as well as coordinated business plans. At the same time, we find that our resources are most effectively deployed when prospective partners display certain key criteria. In particular, we look for:

  • Companies with exceptional management teams that desire to grow the business over the long term.
  • Companies with a competitive advantage to their industry peers.
  • Companies with consistent earnings history—we prefer at least $5MM in pre-tax earnings.
  • Companies with solid returns on invested capital and opportunities to continue to deploy that capital.

We generally prefer to invest at least ten million dollars per transaction, and have the capability to invest over a hundred million dollars in a single transaction.

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