"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



    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