Pursuing A Legacy Of Excellence

Philosophy

We believe the way to help people is to create meaningful well-paying careers so that people can provide for their families and re-invest in society. We seek to acquire and manage a single firm where the owner or management team is looking for a stable long-term transition. We will continue to build on the firm’s hard work by optimizing operations and growing the firm. We will do this by applying Lean and Kaizen principles while vigorously pursuing growth opportunities.

Investment Criteria:

All businesses and industries are unique, each with its strengths and weaknesses. While we take a holistic approach when looking at an investment, the criteria listed below are characteristics that we consider when looking at a company.  They are at the core of the evaluation and diligence we do to understand the fundamentals, opportunities, and risks that impact creating long-term value.  A company does not have to meet all of the below criteria to be attractive.

Preferred Industries:

  • Information driven industries
  • Market Intelligence and Research
  • Scientific equipment Scientific services

Industry Criteria:

  • Observable industry growth trends
  • Future growth potential
  • Low capital intensity
  • Fragmented Industry

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Financial Criteria:

  • Revenue between $2M and $12M
  • $750K-$3M in EBITDA
  • Operating margin in excess of 20%
  • Annual growth of at least 10%
  • Predictable and stable cash flows

Situational Characteristics:

  • Owner seeking to retire or change in lifestyle
  • Serial entrepreneur looking toward next venture
  • Change in life circumstances that requires sale of company

Management:

Jared Ide is an experienced entrepreneur, manager, and intelligence professional. He spent over 14 years with the Defense Intelligence Agency as an all-source analyst, senior analyst, and branch chief. He managed groups of 25 analysts and oversaw the production of intelligence products used by the highest level of government. In 2015 Jared founded Scientific Marketing Analytics, a company that helps clients with their information needs, including lead identification, content creation, and market research. Jared holds a Masters of Business Administration from the University of Virginia’s Darden School of Business and a Masters of Public Policy from the Pepperdine University School of Public Policy. Jared is originally from Connecticut but has lived in many different areas, including Taiwan, South Korea, Utah, and Los Angeles.  He and his family currently call Charlottesville, Virginia home and look forward to finding their next adventure.