Are we the right fit for your business transition?

Every business is different. Here's the kind of business we're looking for — and if it sounds like yours, we'd be privileged to chat further.

The industries we understand best

  • Human-centric, community-anchored service-based businesses in workforce training, education, healthcare and essential services

  • Minimal seasonality

  • Stable regulatory environment

  • Sizable and growing industry

What we look for in the business itself

  • Recurring, repeating or contractual revenues

  • Diverse and loyal customer base

  • Strong middle management and work force

  • Simple and/or replicable operations

  • Low capital intensity

  • Full ownership transition. Melissa will step in as CEO to run the day to day, allowing the owner(s) to either transition out completely or scale back their time.

The financial profile of the business

  • $10M+ annual revenue ($3M+ annual recurring revenue for software businesses)

  • $2M+ annual EBITDA

  • 15%+ EBITDA margin

  • History of stable and consistent cashflows

A couple of notes:

This isn’t a full or firm list, but hopefully you get a sense of the kind of business we’re looking for. That said, we’d love to see really strong businesses of any size that play to our skills and experience.