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INVESTMENT 
APPROACH AND CRITERIA



Northbound Partners is seeking to acquire and grow a privately-held company in the greater New York metro area.

We aim to accelerate a company's expansion plans by way of adjacent services or geographic expansion, while always focusing on long-term and sustainable growth. This is achieved through a combination of institutionalization, scaling, and operational and financial improvements.

Client 1

BUSINESS SCALE

Acquisition value between $3 and $18 million (EBITDA or SDE between approximately $1-3 million)

Client 8

STABILITY

Stable sales and/or cash flows regardless of economic cycles

Client 2

GROWTH PROFILE

Sustainable growth patterns that reflect positively on the bottom line

Client 3

MANAGEMENT TEAM

We believe people are one of a company's greatest assets. As such, we aim to partner with an established management team that is capable of supporting ownership transition

Client 7

OWNERSHIP

Founder/owner who aims to ensure their legacy through continued success of the business as well as that of various stakeholders

Client 4

STAKEHOLDER COMMITMENT

Commitment to customers, employees, suppliers, community, and founder legacy

If you meet these criteria, we are very interested in starting a conversation.

Investment Criteria: Portfolio
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