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      • Investment Criteria
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    • About Us
  • Investment Criteria
    • Investment Criteria

Target Investment Criteria

Geography:

Southeastern United States

Financial Profile:

  

  • $10 - $75 million in annual revenue
  • $2 - $15 million of EBITDA
  • EBITDA margins: ~15% or better
  • Strong, predictable cash flows with limited cyclicality
  • Low capital intensity (minimal ongoing CapEx)

Business & Market Characteristics:

  • Simple, understandable business model with clear unit economics
  • Defensible market position (brand, switching costs, relationships, or local scale advantages)
  • Diversified customer base; no customer concentration risk
  • Operates in a large, fragmented market with clear organic and inorganic growth runway
  • Ripe for consolidation (potential add-on acquisition opportunities)

People & Ownership:

  • Founder, or family, led business with no clear succession plan
  • Seller motivated by liquidity and legacy, not distress
  • Management and employee base that wants to stay, grow, and professionalize
  • Ideal transition: seller remains involved for 6–12 months post-close to ensure continuity and knowledge transfer. May utilize seller financing to align desired outcomes

Target Sectors:

  • Manufacturing (non-commodity, value-added)
  • Food, Beverage and Supplements (branded / foodservice / pet / private label)
  • Automotive (services, distribution, specialty manufacturing) 

Exclusions:

  • Restaurants, bars, or hospitality-dependent concepts
  • IT  / pure software businesses
  • Retail
  • Start-ups or pre-profit

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