Purpose-driven companies in the lower middle-market

Investment Focus

Our fund focuses on purpose-driven companies in the lower-middle market. Specifically, we are seeking to invest in a U.S.-based company that meets the following criteria:

Industry Characteristics Media, education & training; environmental sustainability; health & wellness; sustainable food sectors B2B or B2C services, technology, distribution, light manufacturing, value-added assembly business models Large, growing sectors with positive macro trends Fragmented market with local or regional competition U.S.-based operations and impact		Company Characteristics Stable & consistent track record of profitability Recurring revenues via repeat sales business model, long-term contracts or long product/service lifecycles Long-standing relationships with diversified customer base Niche, defensible product or service Strong team motivated to grow the business
Company Size Annual revenues of $3M to $50M Annual cash flows of $500k to $6M At least 10 employees Strong mid-level management		Social & Environmental Impact Company's products, services or business practices poised to address a social or environmental cause Company mission rooted in employee culture, with passionate team engaged in supporting the company's cause Particular interest in business models related to education, the environment, health & safety, sustainable food & agriculture and responsible alternatives to conventional products and services

* We do not invest in: start-ups, distressed / turnaround situations, minority investments, consumer retail companies or franchisee rights.