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Investment Criteria


Functional Target Criteria:

  • Software and/or Business Process Outsource (BPO) businesses
  • Loyal customer base
  • 250+ customers
  • Technology platforms such as:
    • Microsoft / Oracle / Progress
    • Java / DB2 / Borland / Informix
    • Access / Basic / Visual Basic / Unify / Pick and other platforms
  • Application software:
    • Primarily textual based
    • Data entry, simple calculations, data retrieval, and display
    • Mission Critical or augments to mission critical
  • BPO businesses with software and outsource offerings and strong technology platforms
  • On-Demand, Client Server or Mainframe based
  • Business history greater than 8 years preferred but not mandatory
  • Niche industries between $300 million and $5 billion in market size
  • Products cater to Fortune 2000 or Small, Medium, Business (SMB) customers
    • $1B+ (Fortune 2000)
    • $20M - $1B companies (SMB)
  • Small owner makeup of less than 4 principals/investors, however not mandatory

Financial Target Criteria:

  • $5M - $25M total revenue with consideration up to $50M
  • Profitable -Will entertain losses depending upon condition of company and ability to move to profitability
  • 40% or greater recurring maintenance revenue stream
  • Reasonable customer attrition
  • Low levels of third party and hardware revenue

Geographic Preference:

  • United States 

Industry Targets:

  • Manufacturing
  • Healthcare
  • Security
  • Financial Services
  • Retail
  • Construction
  • Compliance
  • Business Services / Outsourcing
  • Government
  • Entertainment / Media
  • Utilities
  • Will entertain others

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