Investment Focus

Caldera Capital Partners is actively seeking to acquire and grow one business or consumer service company that satisfies most of the following criteria:

Company Attributes

• Business or consumer service company with recurring revenue business model

• Diverse customer base with high retention rates

• Identifiable growth opportunities

• Clear value proposition for customers and competitive advantage against competitors

• Minimum three year history of profitability and growth

Financial Attributes

• Historical revenue growth in excess of 10%

• EBITDA in excess of $2 million

• EBITDA margins in excess of 15%

Situational Attributes

• Retirement-ready business owner without a successor in place looking to transition from day-to-day operating responsibility and diversify their personal net worth; or

• Owner-operator of a fast-growing business looking to bring on additional day-to-day managers and an experienced board of directors and diversify their personal net worth.

Caldera Capital Partners does not invest in start-up companies, turn-around situations or companies with project-based revenues.

Representative Service Industries of Interest

• Finance, accounting and HR outsourcing

• Environmental Services

• Software as a service

• Transaction and document processing

• Logistics and facilities management

• Niche marketing services

• Information and database services