Investment Focus

 

Peak View Partners makes controlling investments in privately held companies with owners seeking full or partial liquidity.  The business must be located in the United States and should satisfy most of the following criteria:

 

Situation

  • Owner seeking to reduce or exit daily operating role without a successor in place
  • Owner of high growth business seeking to diversify personal net worth and bring on additional day-to-day management capabilities and experienced board of directors

Financial Attributes

  • $5-$50 million of revenue
  • $1-$7 million of annual cash flow
  • 3+ year history of continuous profitability
  • 15%+ operating margins

Business Attributes

  • Recurring revenue model
  • Diverse customer base with high retention rates
  • Clear customer value proposition and defensible market position
  • Significant growth potential

Industry Attributes

  • Large, fragmented and growing
  • Limited risk of technological obsolescence
  • Industries of particular interest:
    • Healthcare Services
    • Business Services
    • Post-Secondary Education

 

Peak View Partners does not invest in start-up opportunities, turnaround situations, or project-based revenue businesses.