Investment Criteria
Building On An Established Path.
We focus on investing in established software and tech-enabled services businesses that have a legacy of delighting customers, a differentiated product, and a history of disciplined profitability.
We look to partner with owners and operators who would like to lessen their day-to-day operational involvement and place a premium on maintaining their legacy.
Business Profile
Differentiated SaaS product or tech-enabled service offering
Loyal, growing customer base
$3-15M+ of recurring revenue
Capital efficient with a history of profitability
Based in North America
Industry Profile
Stable market with attractive macro tailwinds
Fragmented competitive landscape void of well-capitalized market leaders
Specialized industry with a demand for purpose-built solutions
Owner Profile
Seeking a significant recapitalization or majority sale of the business with the option to participate in future upside
Looking to take a less active day-to-day role as we step in to help manage the business
Places importance on the continued legacy of their business