Our investment focus

We invest in high-potential small businesses spanning all industries and
we approach all investment situations with flexibility and creativity.

target Company characteristics

We are interested in partnering with high-potential, profitable businesses with a sustainable competitive advantage located in or around our bases of operations in Texas and Colorado. Generally, we target companies with revenue of $500,000-$2,000,000 and EBITDA of $250,000-$1,000,000; however, we are open-minded and willing to entertain compelling opportunities that fall outside these parameters.

transaction types & situations

We are open to engaging in a wide range of transaction types and situations, including full or partial acquisitions, new business platforms, family-business successions, management buy-outs, recapitalizations, divestitures, growth capital investments, distressed situations, and more.

ownership

We focus on controlling stake investments in which the founders or managers maintain significant personal investments or economic participation post-transaction.

holding periods

As we primarily invest our own funds, we are flexible as to the time horizons over which we invest. Our primary objective is helping businesses to maximize their potential and fulfill their core purpose in the world, and we are committed to working with our partner companies for as long as we believe we are substantively contributing to those objectives.