Businesses with roots deeply entrenched in their communities, employees, customers, and suppliers. This is only made possible by having deep understandings of workforce empowerment, client needs, product and service quality, and societal impact. Such organizations are built to continually stand the test of time.

Business longevity is rare - we admire entrepreneurs and companies who are the exceptions.

1 /  10+ Years of Operating History

2 /  Long-standing Customers

3 /  Timeless Products & Services

Our diligence involves gauging operational stability independent of owner involvement. This requires having trusted and experienced management and personnel who are empowered to make operational decisions fairly autonomously. These practices ensure a business is ready for ownership transition..

Owner independence is key to a business's' ability to thrive well beyond its owner's tenure

1 /  Institutionalized Customer Relationships

2 /  Documented Knowledge & Processes 

3 /  Delegated Core Operations

We believe financial performance indicates the value customers derive from a business's products and services, whether enduring advantages exist against competitors, and the sustainability of that advantage. Strong brand loyalty, operational efficiency, and prudent capital allocation are key factors to such success.

Historically consistent and strong financial performance  contribute to positive long-term prospects of a business.

1 /  Stable, or Growing Revenues​
2 /  Capex Light
3 /  $750-$1.5M of Discretionary FCF