Investment Focus
While we evaluate each business on its own unique characteristics, we generally seek opportunities with the following attributes:
Financial
- History of profitable operations
- Low to moderate capital expenditure requirements
- Attractive profit margins
Market
- Well positioned in a growing market or sub-market
- Limited customer concentration
- Large market with a diverse set of competitors
Situational
- Owner seeking both liquidity and transition of responsibility
- Eager to add a strong partner, committed to growth
Management Team Criteria
- Motivated sellers, including retiring owners, family businesses and corporations seeking to divest non-core assets
- Owners willing to participate during transition period
- Committed management team
Geography
- Generally we focus on companies based in the Northeast; with an emphasis on the New York / New Jersey region
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