Investment Criteria

What we look for.

We partner with ambitious founders building businesses that matter. Our criteria are guidelines, not gates. If you've built something durable, we want to talk.

I

Size & Stage

  • Revenue in the $5M to $75M range
  • Profitable and cash-flow positive
  • Established team, usually 10 to 250 people
  • At least five years of steady operation
II

What Kind of Business

  • Founder- or family-owned
  • Strong reputation and loyal customers
  • Revenue that comes back year after year
  • A solid management team in place, or room to build one
  • Services or products people actually need, even in a downturn
III

How We Partner

1.United States and Canada
2.Full sales, partial sales, or gradual transitions. We're flexible.
3.Founder liquidity and succession planning
4.Patient capital with a long-term view
5.A true partner, not a quick flip
6.We keep your team and culture in place

Where we focus.

  • Safety & Compliance Services
  • Infrastructure & Industrial
  • Property & Community Services
  • Healthcare & Aging Services
  • Youth Enrichment
  • Business & Professional Services

Contact

Let's start a
conversation.

Owners considering a transition, advisors with an opportunity, capital partners: we'd like to hear from you. We work with intermediaries at market terms.

General Inquiries

info@sunnadincapital.com