Focus

Criteria

Industry Focus

Financial History

Financial History

Vertical focus in healthcare, industrials, financial services, or real estate
Essential software solutions that are a "system of record" for small and medium businesses
Growing, fragmented market with opportunities for M&A

Financial History

Financial History

Financial History

Predictable, stable revenue stream with recurring revenue greater than $7 million
Loyal customer base with gross retention greater than 90%
Attractive organic growth opportunities for redeploying capital

Management

Financial History

Management

Simple, scalable business operations
Owners are interested in reducing day-to-day involvement
Company is still majority-owned by the founders/operators
Potential to compound over decades through disciplined capital allocation