
Investment Criteria
Location
Our search is centered in Northern California, the place we call home. Having grown up and built our lives here, we understand the local economy, business landscape, and community needs. We’re looking for a business with deep roots in the region, where we can step in as committed, long-term owners and continue its success.
Size & History
We seek established businesses with a proven track record of at least five years. Ideally, you’re generating between $350K and $1.5M in pre-tax profits and have built a strong foundation that’s ready for the next stage of growth. Whether you’re looking to retire or step away, we’re prepared to take the reins and ensure a smooth transition for employees, customers, and the business as a whole.
Industry
Our focus is on B2B service businesses with strong, recurring revenue streams. We’re particularly interested in industries that provide essential, long-term value, such as facility and equipment maintenance, niche manufacturing, specialized testing, and municipal services. If your business fits these criteria, we’d love to connect and explore how we can continue its legacy.