acquisition criteria

We partner with leading private investment firms and corporate buyers that provide business owners with a quick and confidential experience, highlighted by a highly-competitive valuation. Although our investment criteria is highly dependent on industry and individual company dynamics, we have highlighted a few verticals that our partners are currently prioritizing.  If you would like to discuss general industry metrics or explore opportunities for your business, we would love to find time to discuss further.

Verticals of Interest

    • Access Control Services

    • HVAC Services

    • Electrical Services

    • Plumbing Services

    • Landscaping Services

    • Roofing Services

    • Restoration & Remediation Services

    • Tree Services

    • Access Control Services

    • HVAC Services

    • Electrical Services

    • Plumbing Services

    • Landscaping Services

    • Roofing Services

    • Restoration & Remediation Services

    • Janitorial Services

    • Industrial Cleaning Services

    • Pond & Lake Services

    • Interior & Exterior Services

    • Water Services

    • Accounting Services & CPA Firms

    • Registered Investment Advisory Firms

    • Accounting & Fundraising Tools for Nonprofits

    • Software Focused on Credit Unions & Community Banks

    • Online Training Services

    • Instructor-Led Training Services

    • Professional Certification Services

    • K-12 Online Tutoring with Tutoring-Related Products

    • K-12 Supplemental Literacy Curriculum Assessments & Professional Development

    • Property Management Services (Owner-Occupied or Third-Party)

    • Short-Term Rental Data

    • Software Assisting Lenders & Real Estate Agents

    • Software Assisting Real Estate Agents with Lead Generation & Conversion

    • Eye Care Services

    • Dental Services

    • Revenue Cycle Management Services

    • Dermatology Services

    • Household Employment & Home Care Solutions

    • Enterprise Software for Broadband & Utility Companies

    • Asset-Light Services Companies

    • Intelligence & Government Solutions

    • Managed IT Services

    • Managed IT Software

    • Vertical SaaS Companies

    • Engineering Services

    • Infrastructure Consulting Services

    Key Areas of Focus: Transportation, Water, Utilities, Environment, & Community Infrastructure