A focused filter, not a wide net

We review a limited number of opportunities to keep conversations thoughtful and direct. These criteria are meant to clarify fit early and avoid unnecessary back and forth.

The businesses we look for

We focus on established operating businesses with steady demand and understandable operations. Durability matters more than rapid growth.

Clean financial reporting, consistent cash flow, and a business model that does not depend on constant reinvention are important signals of fit.

Ownership structure

We consider both minority and majority equity positions. Continued owner involvement is often preferred when it supports continuity, but it is not required.

Some situations call for partnership. Others call for a full transition. We are open to both when incentives are aligned.

Transaction flexibility

There is no standard deal template. We evaluate structures that support long term stability and alignment.

Earn outs, seller notes, and deferred consideration are considered when they serve the business and the people involved, not as default terms.

What is generally outside our scope

Early stage businesses, speculative ventures, and situations dependent on aggressive growth assumptions are typically not a fit.

We also avoid processes designed as auctions or broadly marketed transactions.

Real estate related assets

We consider real estate selectively when it supports an operating business or provides durable cash flow. Speculative development and land focused opportunities are generally outside our scope.

Submissions are treated as confidential.