Investment Criteria
Financial Criteria
Business Characteristics
Revenue £1 –5 million
Growth for the previous 5 years
EBITDA of £400K - £1.5 million
EBITDA margins of 20% or more
More than 40% of total revenue as ARR or re- occurring revenue
UK legal entity
Service based business
At least 5 years of trading history, with low disruption due to macro-economic factors
High levels of customer satisfaction
Low customer concentration
Owner seeking a retirement or succession planning solution
Owner attributes value to preservation of legacy
A strong management team in place to ensure continuity
Opportunity to modernise through technology, marketing/sales and process optimisation