Acquisition Criteria
How we are prioritizing our buying search
Location
Greater Philadelphia, PA
Greater Chicago, IL
Greater Madison, WI
Industry
Computer software | SaaS
IT solutions and services
Telecommunications
Industrial & manufacturing tech
Financials & Profile
$5M-20M in revenue
$2M+ in EBITDA
5+ years operating history
Sustained growth and cash flow positive
Company
Ownership seeking liquidity and ownership transition
Experienced and proven leaders in place
10+ employees
Why Partner with Us?
Our Commitment
In all interactions a genuine and authentic desire to learn, build and lead with the interests of employees, customers and investors prioritized.
Fair Market Value
We will work closely with you and your advisors to ensure a fair valuation.
Confidential
We will handle the process with utmost confidentiality and discretion.
Smooth Transition
We will work hard to ensure a seamless transition with a minimal training period and/or alignment on earnout opportunity
Long-Term Commitment
We aim to continue the legacy of durable profitability and delight customers as owners/operators.
Our Process
1
1
Introduction
Our process begins with an initial meeting to discuss objectives and ensure alignment of goals between both parties.
4
4
Diligence
This stage involves confirmatory diligence to verify historical financials and key business items, ensuring everything is as represented. Connect with key stakeholders as permitted.
2
2
Pre-LOI
During this phase, we sign an NDA and exchange high-level business and financial information to assess the potential fit.
5
5
Close
The process culminates with the signing of the purchase agreement and the official close of the transaction.
3
3
LOI
We draft a letter of intent that outlines major deal terms, including purchase price and deal structure.
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6
6
Transition
Collaborate to ensure your goals and the best interests of employees and customers are prioritized. Open to discussing owner timeline.
Veteran Owned
Faith Inspired
