Acquisition criteria
We take a hands-on, strategic approach to acquisitions.
We invest across both asset-light and asset-heavy sectors — focused on profitable companies with strong fundamentals and the kind of consistent, predictable cash flow we can build on for decades.
Financial criteria
What we look for in the numbers.
To ensure alignment with our investment strategy and platform economics, we focus on profitable companies of meaningful scale.
$5M+
Gross revenue
We prioritize companies with at least $5M in gross revenue.
$2M+
EBITDA
We seek a minimum of $2M in EBITDA to align with platform economics.
Profitable
Positive cash flow
Consistent, durable cash generation over multiple cycles.
Asset-backed
Real estate & equipment
Hard assets that underpin enterprise value.
Industries of interest
Asset-light and asset-heavy, both.
We invest across both asset-light and asset-heavy sectors — wherever disciplined operations and long-standing customer relationships drive consistent, predictable cash flow.
Real estate preference
We prefer transactions where the operating business also owns its real estate — acquiring both the company and the property, often through a sale-leaseback that lets sellers unlock trapped equity while preserving operational continuity.
Our approach
Disciplined capital, active ownership.
Deal-by-deal capital
We raise equity on a deal-by-deal basis from a network of institutional and private investors.
Aligned structures
Each acquisition is structured to align the interests of investors, management teams, and HOLD.co.
Active ownership
Post-acquisition, we take an active role in driving operational efficiencies, revenue growth, and long-term value creation.
Shared success
Our success is tied to the performance of the businesses we acquire — a strong commitment to growth and profitability.
Think your business is a fit?
If your company matches our criteria — or you're an advisor with a client who does — start a confidential conversation.