Investment Criteria
What we look for.
We're straightforward about what makes a good fit. If your business checks these boxes, it's worth a conversation.
The Fundamentals
The fundamentals
Revenue
$2M–$20M annually
We focus on established businesses with consistent top-line revenue. We're not looking for turnarounds.
Geography
Colorado & Massachusetts
We invest in businesses based in Colorado and Massachusetts. We know these markets and want to be close to what we own.
Industry
Local service businesses
We focus on businesses that serve residential and commercial customers in their local market — trades, maintenance, and essential services.
Track record
5+ years in operation
We want businesses with a proven history — established customer relationships, a known reputation, and demonstrated staying power.
Beyond the Numbers
Beyond the numbers
The financials matter, but they're not the whole picture. The owners we work best with share a few things in common.
You want a clean exit
You're ready to step back. You've built something real and you want to hand it off — not manage a transition for years. We can close quickly and handle the complexity.
You care who buys it
You're not just looking for the highest number. You want to know the business will be run well, that your employees will be treated fairly, and that your customers will still be taken care of.
You value a direct process
You don't want to spend six months in a drawn-out sale process. We move quickly, communicate clearly, and don't waste your time with offers we can't close.
Not a Fit
What we're not looking for
Startups or pre-revenue businesses
Businesses outside Colorado or Massachusetts
Turnarounds or distressed situations
Businesses requiring significant capital investment before stabilization
The Process
How the process works
01
Initial conversation
We start with a straightforward call — no NDA required, no pressure. We want to understand your business and what you're looking for.
02
Review and offer
If there's a fit, we'll review your financials and make a clear, written offer. We don't drag this out.
03
Due diligence
We conduct focused due diligence — thorough but not burdensome. We respect your time and your team's time.
04
Close
We close on the agreed terms. No last-minute surprises, no retrading. What we say is what we do.
Think you might be a fit?
Reach out for a direct, no-pressure conversation. We'll tell you quickly whether it makes sense to go further.