Investment Criteria

What We Look For

We look for established service businesses with durable demand, a strong foundation, and room for thoughtful growth.

Investment Thesis

What Makes a Strong Fit

Recurring or Repeat Revenue

Revenue driven by contracts, maintenance, subscriptions, or ongoing customer needs.

Essential Customer Need

Services connected to safety, compliance, operations, health, or everyday needs.

Established Foundation

A strong reputation, proven operations, and a capable team.

Opportunity for Thoughtful Growth

Potential to strengthen people, systems, customer experience, and sales.

Transaction Profile

Key Criteria

Financial Fit

  • $750K-$3M of EBITDA or owner earnings
  • $3M-$20M of revenue
  • Consistent profitability and healthy cash flow

Geography

  • Greater Seattle and Greater Portland preferred
  • Open to compelling opportunities across the U.S.

Transition Fit

  • Owner-operated business
  • Succession, legacy preservation, or thoughtful transition
  • Long-term ownership and stewardship

Investment Focus

What We Acquire

We focus on essential service businesses with repeat demand, strong customer relationships, and a meaningful role in the communities they serve.

Essential Facility, Equipment & Field Services

HVAC & Mechanical Fire & Life Safety Plumbing & Electrical Services Commercial Foodservice Equipment Service & Repair
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Kitchen Exhaust & Hood Cleaning Building Automation & Controls Commercial Cleaning & Janitorial Services Elevator & Specialty Equipment Maintenance Landscaping & Grounds Maintenance Pest Control Pool & Water Systems Maintenance

Healthcare Administration & Compliance Services

Medical Billing & Revenue Cycle Management Healthcare Administrative & Practice Support Compliance Services
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Testing, Inspection & Certification Services

Outsourced Management & Administrative Services

HOA & Community Association Management Property Management Professional & Trade Association Management
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Staffing & Recruiting Services Outsourced Business Administration

These areas guide our search, but they are not strict limitations.

Have a Fit?

We welcome thoughtful introductions.