Investment Criteria
We focus on well-established UK-based SMEs and Lower-Middle Market businesses with exciting growth prospects. We acquire a majority stake and fund the acquisitions through equity (supported by several high net worth investors), debt and deferred payments. Each company is assessed on its own merits. However, we have provided the considerations below when reviewing new opportunities.
Net Profit
We look for businesses with a Net Profit between £300k and £2m.
Recurring Work/Customers
Low levels of customer concentration and high levels of recurring customers/work.
Sector
Sector agnostic with a preference for B2B sales. More generally, we invest in what we are passionate about.
Established
We don't invest in start-ups. We prefer businesses that have been established over several years.
Management
Businesses with strong second-tier management, some areas may need bolstering.
Growth Potential
Businesses that have the opportunity to grow beyond their current size.