Investment Criteria
The companies in which we invest may involve the challenges facing owners who want to retire, for example, or who wish to diversify their personal assets while continuing to run the business. We can purchase a business that has a challenging factor - such as customer concentration, cyclicality, earnings volatility or an incomplete management team.
Summary Fact Sheet
Types of investments
- Sale of a business for exiting business owners
Industries of focus
- Business services
- Distribution and logistics
- Light manufacturing
- Transportation and trucking
Company criteria
- Established company in its marketplace
- Consistent and loyal employees
- Record of historical profitability