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"JP and his colleagues facilitated an ownership transition for our founders, added depth to our management team and put in place a board of directors with significant operating experience. They helped us to develop and successfully implement a growth strategy which significantly increased our revenues, profitability and enterprise value."
- David T. Schaefer, Former President, Financial Pacific Company
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INVESTMENT FOCUS
Sierra Equity Partners seeks acquisition candidates that satisfy most of the following criteria:
Financial
- Revenues of $2.5 million to $20.0 million
- EBITDA of $0.5 million to $2.0 million
- Strong gross margins and EBITDA margins
Location
- Based in Northern California
Situations of Interest
- Family owned and closely held entrepreneurial companies
- Corporate divestiture of non-core divisions
- Owner(s) willing to participate during transition period
- Owner(s) concerned about employees and legacy of business
- Stable, experienced and knowledgeable middle management team
Industries of Interest
- Business Services
- Niche Manufacturing
- Value-Added Distribution
- Not interested in Retail, Real Estate, Turnarounds, Start-ups, Contractors
Business Attributes
- Established operating history of growth and profitability
- Clear potential for organic growth
- Differentiated and sustainable competitive position
- Recurring revenues or significant predictability of revenue
- Diverse customer relationships with high retention rates
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