INNOVATION . EXCELLENCE . INTEGRITY

Who we invest in

People working together at a desk

Acquisition Terms

We seek investments that are full or majority purchase with controlling and operating interest.
Established processes and management team highly preferred.
Seller retaining some interest via rollover equity, seller note/financing is highly preferred.

Target Company Preferences

Financials

$2M - $10M Revenue Range

$0.5M - $2M EBITDA

15%+ EBITDA Margins

3 yrs Positive Cash flow

5%+ Industry growth

High Cash conversions

Nature of Business

B2B providers in the industries
outlined below.

We will consider businesses outside preferred industry if they fit size and acquisition terms

Our Focus Industries

We are committed to driving innovation and expanding our impact across a focused range of thesis-driven industries.

Manufacturing

Energy Solutions

  • Battery Technology

  • Sustainable / Clean Energy

  • Oil and Gas B2B Services

  • Power Supply  

Semiconductors

  • IC Manufacturing

  • Electronics Manufacturing Services (EMS)

  • PCB/PCBA 
    Manufacturing

  • Semiconductor Support Services

  • Sensors and Computing

Software

  • AI-enabled software

  • Data processing and automation

  • Managed Service Providers (MSP)

  • Cloud Services

  • HealthTech

Out of Scope Industries

  • Retail

  • Military and Defense

  • Restaurants

  • Hospitality

  • Patient Care Services

Industries
/Product Lines/Services of Interest

See above. Industrial fabrication, Automotive parts, PCBA
support, Machining and additive manufacturing, commercial support services, software, aerospace industry,
Construction and building products, branded/private label products, etc.

Characteristics

Plan to run business personally but need transition time with current owners. Will
also prefer rest of management (outside of owners) stay onboard after acquisition for smoother transition.

Management Situation

Plan to run business personally but need transition time with current owners. Will
also prefer rest of management (outside of owners) stay onboard after acquisition for smoother transition.

Growth and Financial Performance:

Profitable business (3+ years of profit), EBITDA margins of 15%+,
no liens, companies with solid market fit but needing growth capital will also be considered)

Real Estate

Preferred RE included in sale but will consider lease. No plans to relocate business.

A location icon

Located in Dallas, Texas

We invest in businesses all over Southwest United  States.

Interested in Selling?

Don’t let your legacy fade away. Let us help your hard work live on and thrive. Contact us to start the conversation!

have a potential lead?

Know someone planning to sell their business or retire? Introduce them to us! Check our criteria to see if they could be a good fit for us.