If you are interested in transitioning out of ownership, know that your company will be well cared for. We utilize a long only (buy/hold) investment strategy focused in the health care, technology, finance, and service industries. We place tremendous value in providing exceptional care, training, and growth for employees. We look for the following criteria when considering adding a company to the family portfolio:

  • Based on the US East Coast
  • > 3 Years of Operating History
  • Operational Team in Place Post-Acquisition
  • > $0.5 – $2.0 Million in EBITDA

Industry Focus:

  • Health Care Agency:
    • Home Health
    • Hospice
    • Home Care (Personal Assistance Services)
    • Durable Medical Equipment
    • Outpatient Rehabilitation
    • Adult Day Care Facilities
    • Medical Staffing
  • Healthcare Services
  • B2B SAAS/eCommerce
  • Accounting/Bookkeeping
  • Insurance
  • Business Services
  • Construction Trades
  • Light Manufacturing
  • Logistics and Storage