Investment Criteria

  • 5+ years of operating history — An enduring profitable business, thriving through multiple years and economic cycles

  • $500K-$1MM in cash flow — Businesses at this size are resilient and efficient, often without the bureaucracy that accompanies larger organizations

  • Owner-Operator looking to retire — Nothing is more important than finding the right person & partner to shepherd your business through its next phase of life

  • Based in Hawaii or northeast Florida — We are bullish on the Hawaiian Island Chain & the Jacksonville Metro Area, specifically St. Johns, Duval, and Nassau counties

  • Defensible market leading position — A business with exceptional work quality and loyal customers, leading to differentiation on quality not price