We partner with management teams who are transforming financial & business technology.
Overview
Partners
Ideal client
A Small Business
The archetype for a small business could be “The Local Hero.” This archetype represents a small business deeply embedded in its community, often family-owned or operated by a close-knit team. The Local Hero is known for its personalized service, community involvement, and the
ability to adapt quickly to meet local needs. They take pride in their authenticity and are often seen as reliable and trustworthy pillars of the community.
An Entrepreneur
The archetype for an entrepreneurial business could be “The Visionary Pioneer.” This archetype embodies a business driven by an innovative and forward-thinking entrepreneur. The Visionary Pioneer is characterized by their boldness, willingness to take risks, and their constant pursuit of new opportunities. They are often seen as trailblazers in their industry, pushing boundaries and setting new standards. This archetype represents a business that is agile, dynamic, and constantly seeking to disrupt and revolutionize their market.
A Business in Transition
The archetype for a business in transition could be “The Phoenix Riser.” This archetype represents a business that is in the process of transformation, renewal, or recovery. Similar to the mythical phoenix that rises from its own ashes, the Phoenix Riser is characterized by resilience, adaptability, and a willingness to evolve. This business archetype is focused on rejuvenation and finding new ways to thrive in changing circumstances. The Phoenix Riser may have faced challenges or setbacks, but it is determined to emerge stronger, more innovative, and better positioned for
future success.
Criteria
Detailed criteria:
- Companies boasting revenues between $5–50 million and EBITDA ranging from $500K to $5 million.
- Proprietors eager to sustain their current operational roles or aid in a leadership transition, safeguarding the company’s enduring legacy and organizational integrity.
- Offerings underpinned by long-term, positive market demand.
- Premium cash flow attributes: consistent, predictable, and a robust rate of free cash flow conversion.
- Resilience against cyclic downturns, technological redundancy, environmental challenges, and risks of disintermediation.
- Industries marked by fragmentation, ripe for strategic add-on opportunities.
Portfolio
American Landscaping Partners
American Dental Affiliates
Optio Rx
Pets Wellness Alliance
