Business Criteria
- Recurring or predictable revenue model
- Annual cash flow between $1.5 and $5.0 million
- Operating margins of at least 10% with stable profitability
- Modest historical growth with future growth opportunities
The Whitecroft Approach
Our Focus
Investment Criteria
What Are We Looking For?
We target profitable, owner-operated businesses with defensible market positions and owners seeking a thoughtful transition.
Transaction Dynamics
- Entrepreneur or family owned and operated
- Owner seeking liquidity, either full or partial sale
- Owner seeking path to retirement and succession
- Owner looking to reduce day-to-day management
Industry Profile
- Meaningful barriers to entry
- Stable and growing end markets
- Fragmented competitive landscape
- Limited cyclical, regulatory or environmental risk
Our Approach
We respect the legacy you've built
We work directly with business owners, rather than intermediaries, to understand the story behind the business and what matters most in a transition. Our goal is always a smooth, fair, and confidential process.
After acquisition, Adam takes an active management role with a long-term mindset. We are not a fund with an exit horizon; we intend to build on what you've created and carry it forward.
01
Initial Conversation
We discuss your business, goals, and timeline in complete confidence.
02
Due Diligence
A focused, respectful process to understand your operations and financials.
03
Fair Agreement
A straightforward transaction structure that reflects the value you've built.
04
Smooth Transition
We work with you on timing and handover so nothing is disrupted.