Company Characteristics

  • Small to Medium Sized

    Revenues between $5mm and $30mm with annual profits between $1mm and $8mm

  • Diverse Customer Base

    Low dependency on key, large customers; top customer <15% of total revenue

  • Value Add Opportunities

    Clear opportunities to expand value added products, services or markets

  • Situation

    Departing founder(s) / owner(s) seeking a liquidity event and succession plan

  • Regional Focus

    Northeast / Mid-Atlantic based with strong local ties and relationships

  • Stable Profit Structure

    Recurring / re-occurring revenue streams with stable, predictable cash flow margins

Business Model Focus

  • Light Manufacturing

    Companies that specialize in production, assembly, or subassembly of products. Our ideal partners are asset-light businesses involved in aftermarket manufacturing, contract manufacturing, and the production of consumable or MRO products.

  • Value-Added Distribution

    Companies that provide specialized, value-added services and efficient physical distribution of goods to meet the evolving needs of their customers and the market. We prefer companies that go beyond traditional fulfillment and logistics services.

  • B2B Services

    Companies that provide essential services involving the installation, maintenance, repair, or replacement of critical infrastructure or capabilities. Our ideal partners are asset-light businesses delivering high-quality, scalable solutions that support operational efficiency and long-term success for their clients.

Select Sectors of Interest:

  • Food & Beverage

  • Laboratory & Life Science

  • Building & Construction

  • Automotive

  • Niche Industrial

  • Specialty Consumer