Our approach

Straightforward terms.
Long horizons.

We keep our process simple and our commitments clear. Here is what we look for, how a transaction unfolds, and what to expect after closing.

What we look for

We are generalists by industry and specialists by situation.

Established businesses

Operating history of ten years or more, a track record of consistent profitability, and a reason customers keep coming back.

Durable cash flow

Recurring or repeat revenue, modest capital needs, and margins that have held up through more than one economic cycle.

Size

Enterprise values typically between $500,000 and $5 million. We will consider smaller add-ons for businesses we already own.

Pacific Northwest

Headquartered in Oregon or Washington. We favor businesses where being local is an advantage: services, distribution, light manufacturing, and real property.

A capable team

A second layer of management, or a clear path to one, so the business does not depend on a single person — including us.

An owner who cares

Sellers who want a good outcome for their employees and customers, and are willing to help with a thoughtful transition.

How a transaction works

  • Introduction. A short conversation to understand the business and your goals. We will tell you quickly and honestly whether it is a fit.
  • Indication of interest. If it is, we provide a written range and structure within a few weeks of receiving basic financials, so nobody's time is wasted.
  • Diligence. Focused and respectful of your operations. We are confirming what we have been told, not looking for reasons to re-trade.
  • Closing. Typically 60–90 days from a signed letter of intent. We use our own capital and standard documents, which keeps timelines predictable.
  • Transition. A defined handover period, sized to what the business needs — not longer than you want, and not shorter than the business needs.

After closing

The business keeps its name, its people, and its place in the community. We meet with management on a regular cadence, approve significant capital decisions, and otherwise let good operators operate. Reinvestment in the business comes first; distributions come from what remains.

Our aim is that a customer, employee, or supplier should not be able to tell that ownership changed — except that the business is better resourced.

Talk to us about your business