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Acquired Companies from Owner/Operators
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Leaders from Existing Companies
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Growth Initiatives Launched
What are we looking for?
Here is our investment criteria:
Business Profile
- Software: SaaS or on-premise
- Hardware light
- B2B
Financial Profile
- Majority of revenue is recurring
- Breakeven / profitable
- Low customer churn
What Is the Acquisition Process Like?
Let's walk you through a typical acquisition process.
Introductory Call
Have a call with one of our M&A professionals so we can learn about each other and determine if there is a path forward.
Preliminary Questionnaire
We request a limited amount of data to help us conduct our early stage diligence.
Offer
We provide a written offer for your consideration.
Due Diligence
A deep-dive review of your business, including an in-person visit. Generally a 6–8 week process.
Closing
After due diligence is complete, you will sign the purchase agreement. Through a decentralized business structure, you will have the freedom to continue to run your business autonomously — or, if you have chosen to exit, we work with you on succession planning to ensure the right leadership is in place.