Acquisition criteria
We know exactly
what we want.
Discipline is a competitive advantage. Every acquisition must work as both a standalone business and a deliberate building block in a larger platform.
Vertical criteria
The right type of market
Knowledge-intensive repetitive workflows
The core service involves expert judgment applied to structured, repeatable processes — ideal for AI augmentation. Think reporting, analysis, proposals, assessments, or any workflow where expertise meets repetition.
Labor-heavy cost structure
COGS is dominated by people, not capital assets. This means AI implementation has a direct, measurable impact on margin — and the opportunity compounds with scale.
Clear product wedge
There is an identifiable entry point — a specific service line or workflow — where technology can create an initial wedge before expanding across the customer relationship.
Data availability and rights
The business controls processes that generate proprietary data. This potential to accumulate unique data assets over time is a key source of long-term defensibility and AI performance improvement.
Fragmentation and roll-up feasibility
The vertical is populated by owner-operated or sub-scale businesses without a dominant consolidator. Geographic density or customer overlap supports a buy-and-build strategy.
Human-in-the-loop defensibility
Customers require a qualified human to own outcomes — regulatory, professional, or trust-based. This protects the margin premium and prevents pure-software commoditization.
Platform criteria
The right business to anchor on
Strong customer relationships
Sticky, long-tenure client relationships with clear renewal logic. Customer concentration risk is understood and manageable.
Leadership readiness
Management is capable, coachable, and motivated to partner through the value creation journey — not just looking for an exit.
Baseline profitability
The business is generating positive cash flow at entry. We do not acquire turnarounds. We amplify what is already working.
Add-on criteria
Building blocks for the platform
Add-on acquisitions expand the platform's geographic reach, capabilities, or customer base. The criteria are flexible — what matters is strategic fit.
Size range
Typically under-the-radar — sub-scale businesses that benefit from platform leverage.
Margins
Healthy margins with a clear path to expansion post-integration.
Growth
Organic growth is a signal, not a requirement. We create growth through the platform.
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