Wealth Management / RIA

size and geographically agnostic. Preference for % AUM revenue model.

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Software / Tech Enabled

B2B Vertical SaaS: This Platform is set up to stay nimble as the Group scales and acquires middle/lower middle market software companies. Always looking for new verticals (and can look to bigger platform-size deals too)

Education

We have 4 active platforms in education and look to expand our current offerings –be it through add-ons or net new platforms. Any form of education-focused B2B software would also be of interest to us.

Homecare Solutions

unskilled home health business, ideally using the bring your own caregiver or family care model

Civil Infrastructure Engineering

Company into water/ wastewater, power & energy, transportation and environmental ($500k-25m EBITDA)

RCM Solutions

Looking for add-ons in the Revenue Cycle Management space across nearly all healthcare specialties ($1m+ of revenue)

CPA

partnering with tax focused CPA firms serving SMBs and HNW individuals (Platforms are $10m+, add-ons are $1m+ in revenue)