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INVESTMENT CRITERIA

What We Look For

Company Profile
Established, profitable businesses with durable customer relationships, capable management teams, and defensible market positions.

Financial Profile

  • EBITDA: $1M–$10M

  • Preferred range: $2M–$6M EBITDA

  • Consistent cash flow

  • Healthy margins

  • Demonstrated earnings history

  • Reasonable capital intensity

Target Sectors

  • Industrial Services

  • Infrastructure Services

  • Environmental Services

  • Specialty Contracting

  • Utility Services

  • Essential Business Services

Transaction Situations

  • Founder or family succession

  • Management-supported transitions

  • Corporate divestitures

  • Platform acquisitions

  • Add-on acquisitions

Geography
California-focused, with selective opportunities throughout the United States.

What Matters Most

  • Strong or developable management

  • Repeat or recurring revenue

  • Limited customer concentration

  • Sustainable competitive advantages

  • Clear opportunities for organic growth and acquisitions

Ownership Approach
Long-term ownership with active strategic involvement, disciplined capital allocation, and support for management teams.

Call to Action
Have an Opportunity to Share?
Submit an Opportunity

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