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What We're Looking For
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Financials
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Demonstrated profitability and growth
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B2B services businesses
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Annual revenues of $5M - $50M
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Annual EBITDA of $2M - $10M
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SaaS companies
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$3-5M annual recurring revenue
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Recurring and contractual revenue streams
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Low capex requirements
2
Industry
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Low seasonal/business cyclicality
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High organic growth
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Large, fragmented market
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Non-commoditized service
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High competitive barriers
3
Company
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Owner is willing to sell and desires to transition out of a leadership role
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Loyal customer base with low customer concentration and churn
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Strong middle management
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High operating leverage
How We're Different
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Process
Introductory Calls
We want to get to know you and for you to get to know us. This can take 30 minutes or as much time as needed to make sure there is a fit.
Preliminary Analysis
We will conduct preliminary analysis to evaluate the industry, business, operations, and our ability to have a positive impact on the business. We will share our initial valuation and purchase price range.
Letter of Intent (LOI)
If there is an initial agreement on purchase price range, we will submit a letter of intent (LOI). This is a non-binding document that outlines proposed price, terms, and other material deal points. Required as part of the LOI is an NDA and an exclusivity clause. This step usually takes 2 weeks.
Due Diligence & Closing
After validating information on the business during due diligence, we will submit a purchase and sales agreement (PSA) and finalize any outstanding items. This usually takes 90 days. After closing, we will work closely with you to ensure a smooth transition for all employees, customers, and suppliers.
