Investment Criteria
Criteria
We remain flexible on criteria because we know a great business is more than just numbers on a page, but generally what we are looking for:
- B2B businesses in growing industries
- $1.5-7mm of EBITDA with 15%+ margins
- Predictable revenue – a majority of revenue from repeat customers or from long-term contracts
- Low customer concentration – the largest customer is less than 20% of revenue
- Durable and mission critical services – no turnarounds, fads, or businesses with a high exposure to business cycles
- People – an owner ready and willing to transition out of the business but with a strong team in place
Partnering with the best
Brad is fortunate to be backed by world-class operators and investors. This provides him the capital and flexibility to close efficiently on opportunities that meet our parameters. Beyond capital, these partners provide Brad with support and guidance throughout the life of operating the business. Below is a highlight of a few of our partners:
