Investment Criteria

Every business is different. We love learning about them.

  • We help clients advance the learning, development, heallth, wellbeing & success of our nation’s children and youth.

    We’re building a world-class team with a wide range of high-end research, analytics, advisory, and technical assistance skills and tools.

    We need to combine these skills with deep subject matter expertise in connected domains like education, nutrition, early childhood learning, youth development, and public heath.

    There are lots of pieces to this puzzle. Where does your firm fit in?

  • A stable, well-positioned firm with proven success to build upon. No start-ups. No turnarounds.

    $3 mm to $10 mm in annual revenue and 15% stable operating cash flow margins.

    Low customer churn & concentration.

    Every business is different. We love learning about them.

  • We’ll partner with your leaders to flexibly support your transition — sustaining culture and performance.

    We can help you exit entirely or work alongside you and help you scale to the next level.

    A core aim is to help you achieve your goals. You’ve built something special. We want to help you sustain that legacy.

We want to complete your story. Let’s talk!