Navigate Potential

Starting with research, our team identifies investments that we believe foster mutually beneficial and collaborative partnerships in sectors primed for growth.

    • Companies that have a strong value proposition and differentiator within their industry

    • “Stickiness to clients through strong value and data

    • The Company has business attributes challenging to replicate

    • Great companies are built with strong teams. Seeking a company with a Team that has a diverse skill set.

    • The Team has at least one industry expert willing to stay through a subsequent sale as The Company continues it’s growth journey.

    • One or more individuals on the Team not looking to “Exit” but instead, wanting to continue the growth trajectory of The Company and their personal career within The Company

    • A Company with Growth potential through blue sky opportunities albeit through acquisition or organic strategies that have not been pursued

    • A compelling case to materially enhance EBITDA in 5 Years with a strong strategic plan and vision

    • Targeting companies with $1MM – $5MM EBITDA or $10MM - $50MM in Revenue

Deal Structure

  • Opportunities for Management Team to participate in material equity partnership

  • We understand Key Management Team members may not have been able to participate in equity investments in the past. We believe in providing opportunities for Key Team Members to have access to significant incentives to achieve the Growth goals set forward

  • Nimbleness to structure Management and Incentives to the next generation of leaders within The Company