Criteria & Our Role

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 / 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%+

  • 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

What changes for a founder, before and after partnering with Evolve.

Concentration of personal assets
becomes
Liquidity plus retention of significant equity position
Operational silo
becomes
Retention of significant equity position and operating partnership with financial, HR, legal and other expertise
Constant reinvestment of profits for growth
becomes
External capital resources for growth and acquisitions
Personal liability
becomes
Elimination of personal guarantees
Limitations on growth with uncertain next steps
becomes
Experienced financial and strategic partner with proven model for scaling the "right" way