Strategy

Vision and Strategy

Our vision and strategy is centered around identifying transformative opportunities and driving sustainable growth. We focus on aligning our strategic objectives with market trends and industry dynamics to create lasting value. By leveraging our expertise and innovative thinking, we aim to turn our vision into actionable plans that lead to successful investments and robust outcomes.

How We Work

  • Control equity investments
  • Speed and certainty to close
  • Commercial terms
  • Alignment of interests

Approach

Our proven approach is designed to build and develop scalable platforms for growth through add-on acquisitions, efficient integration, organic growth initiatives and performance improvements.

Investment
Strategy

Our investment criteria is designed to identify opportunities that align with our strategic vision and offer the potential for significant value creation. We evaluate each opportunity against a set of rigorous standards to ensure that we invest in businesses that demonstrate strong growth potential and operational excellence. Here’s what we look for:

01

Industry Characteristics

  • Highly-fragmented
  • Recession-resistant
  • $1 billion+ total addressable market

02

Target Acquisitions

  • EBITDA of $9-24 million
  • 30%+ Gross margins
  • 10%+ EBITDA margins
  • 90%+ FCF conversion

03

Target Sectors

  • Business & Outsourced Services
  • Technology
  • Telecommunications
  • Industrial Services

04

Competitive Strengths

  • Steady organic growth
  • Immediate market impact
  • Industry leading margins

05

Revenue Profile

  • Recurring or re-occuring
  • Non-concentrated

06

Geography

  • United States
  • Canada

When it comes to investing, we believe that Collaboration, Alignment and Execution matters.