Criteria

Helping growing companies get to the next level.

Target investments have $2.0 to $5.0 million of EBITDA and a track record of growth, but have reached a plateau where the founder needs or wants a partner to help achieve the company's full potential.

Investment Criteria

  • Non-cyclical, service or asset-light businesses

  • Sustainable, defensible EBITDA margins of 10% or more

  • Entrepreneurs looking to take chips off the table while retaining an equity stake

  • Companies in regulated environments who require an experienced partner

For add-on investments, we have no minimum thresholds.

Regulated industries

Has an entrepreneur explained their business three times and the lingo is still making your head spin?

Regulated industries are our core business — FDA, CMS, Medicare, Medicaid, ITAR. Give us a call.

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Recapitalization Process

Before, and after, partnering with Evolve.

Concentration of personal assets

Liquidity plus retention of significant equity position

Operational silo

Retention of significant equity position and operating partnership with financial, HR, legal and other expertise

Constant reinvestment of profits for growth

External capital resources for growth and acquisitions

Personal liability

Elimination of personal guarantees

Limitations on growth with uncertain next steps

Experienced financial and strategic partner with proven model for scaling the "right" way