Succession Equity

succession equity offers a combination of leadership, capital and long-term investment to help business owners achieve liquidity and lead businesses to continued profitable growth. using our substantial capital and management resources, we can provide a lucrative valuation and continue to invest in a business after the transaction. we are principals, not brokers, and have the objective to purchase and manage the business. succession equity is focused in the middle market and looks for opportunities that meet many of the following criteria: business characteristics • an established, profitable business model • significant portion of revenue from recurring sources • diverse customer and industry base • competitive advantage • seeking new ownership financial characteristics • stable, positive cash flows for previous 3-4 years • annual free cash flow of between $750,000 and $2 million • ebitda margin >10% • targeted sales price between $5 and $10 million identified industries • busine