Our goal is to make your job less stressful by enabling you to successfully complete your assignment and get high marks from your clients. This comes from following utmost confidentiality protocols, engaging in clear and consistent communication, managing expectations and being people you want to work with again and again. We operate by our core values. We are not “tell you what you want to hear” or “bid the book” investors but utilize industry knowledge and decades of experience to focus on getting deals done.
We have standard NDAs which we can supply and standard buy-side fee agreements which we can provide. We value both ideas and introductions and are willing to put our money where our mouth is. We are commercially and relationship minded, collaborative, and know that flexibility and patience pay off.
For a form NDA or Fee Agreement please email info@paretocapitalpartners.com requesting same.
Investment Criteria
Size/location
- Generally $3 - $15 million of LTM EBITDA. Can pursue larger transactions.
- Platforms are U.S. based, East of Rockies.
Business attributes
- In growing sectors/industry segments across business, financial and healthcare services.
- Resilient business models with a predictable, stable revenue stream characterized by recurring or reoccurring revenues and strong, diverse customer relationships.
- Exhibiting network effects.
- Defensible competitive moat.
- Low asset intensity.
- Committed management team.
- Profitable operations.
Types
- Recapitalizations.
- Management Buyouts.
- Situations where partnership dynamics are of paramount importance.
- Primarily control investments or work in partnership with like-minded investors.