Investment Focus

ideal investment target

The goal is to acquire and operate a lower middle-market company for long-term growth. Although we evaluate various opportunities across different sizes, industries, and criteria, our ideal investment target has the below characteristics:
industry
  • Light manufacturing or distribution/sales related services
  • Fragmented industry with supportive tailwinds and ability to provide meaningful competitive advantages
Financial
  • EBITDA greater than $2MM
  • Recurring customer base, 5+ year history of revenue growth with positive cash flows
ownership
  • Owner seeking retirement or involved investment partner
  • Experienced management team in place
location
  • Strong bias for businesses located in North Carolina or South Carolina
  • Geographically flexible or remotely managed