Investment Criteria

We're seeking to buy companies whose owners have outgrown the business, are looking to retire, or have just reached their ideal opportunity to exit and are keen to proceed with the transition.

Offer Partnership directly operates the businesses we acquire and commits to their long-term success.

Investment Principles

Three or more years of profitable operations and cash flow. Net Profit margins of at least 15%.

Most purchases are a mixture of cash and bank debt.

Financial Attributes

Fragmented, large and growing industry.

Strong potential for organic growth and/or industry consolidation.

Significant component of reoccurring revenue preferred.

Diverse customer base with high retention rates.

Clear customer value proposition.

Unique and distinct competitive advantage.

Industry/Company Characteristics

Management Profile

Owner seeking liquidity and ownership transition. Owner willing to be involved during the transition period. Strong management team eager to remain with the company.