Investment Criteria

Below is a list of criteria we use to evaluate whether a business may be a good fit. We understand that all companies are unique and may not meet all the guidelines listed below.

If your business is between $350k - $750k of annual cash flow and you are wondering whether there may be a potential partnership opportunity, please contact us.

Size

$350k - $1M in annual cash flow.


Business

- Business at least 10 years old.

- High ratio of recurring revenue to total revenue

- Clear, definable competitive advantage with identifiable levers for growth.

- Revenue comes from a diverse mix of customers


Financial

- At least 10% profit margins.

- Profitable for more than 5 consecutive years.


Industry

- Demand growing faster than inflation.

- Large addressable market.

- No single or small group of companies is dominant player in market.


Management

- Seller is motivated to sell 100% of the business to a reliable and competent steward.

- Desire to see the company succeed through its next phase


Geography

- Must be headquartered in New Jersey with a strong preference to North and Central New Jersey.

- Open to exploring e-commerce and remote opportunities.


CONNECT WITH US

If you're ready to entrust your business to a trusted partner, contact us today—we're responsive, eager, and ready to collaborate with you!