Investment Focus


Successful Small Companies with Growth Potential

Ideal Small Company Characteristics

  • Annual revenue between $500 thousand and $10 million
  • Annual cash flow between $200 thousand and $5 million

And at least one of the following:

  • Sustainable competitive advantage
  • Leadership position in a niche market
  • Proven management team
  • Quality brand name
  • Established, proprietary product line
  • Strong regional presence

Transactions that Meet the Needs of Company Owners

  • Acquisitions
  • Family and Founder-led Company Transitions
  • Generational Transitions
  • Management Buyouts
  • Leveraged Buyouts
  • Recapitalizations
  • Growth Capital
  • Corporate Spin-Offs

Types of Companies We Own or are Seeking

  • We are seeking excellent, “boring” businesses in services, healthcare, manufacturing, distribution, and other industries that meet our investment criteria.
  • Low capital intensity
  • Net profit margins greater than 10%
  • Low amounts of debt
  • Located in United States, primarily Texas

Collaborative investors, experts at family and founder-led transitions