Investment Criteria

We like to partner with owners that have pride in their company, and we want to continue that tradition. However we can’t own everyone, and so our investment criteria is somewhat limited to those we know we can be successful with.

Operational Metrics

Here are our list of some of our considerations:

  • 100% family owned business

  • Been operating for greater than 10 years

  • Trade Services Adjacent - Plumbing, HVAC, Electrical

  • Diversified Customer base

  • Good management team

Financial Metrics

What we like to see in our companies:

  • Greater than $10M revenue

  • Consistently growing

  • Greater than $1M Free Cash Flow

  • Asset Neutral - We are fine with long billing cycles and many trucks

Previous Investments