Golden Oak Partners

focused on trust and valued relationships

ACQUISITION CRITERIA

01

TARGET INDUSTRIES

Companies with sustainable, defensible market positions.

Focus industries include: product manufacturing, healthcare, environmental services and B2B services

Simple business model based on the United States

02

FINANCIAL REQUIREMENTS

Annual revenue of $5 to $25 million

EBITDA $1.5 to $5 million

EBITDA margin > 15%

Consistent profitability 3+ year history

Stable and growing cash flows

03

BUSINESS & MANAGEMENT PROFILE

Low to medium capital intensity

Recurring revenue from diverse customer base

Experienced, stable management team

Solid employee relations with high retention rates

GROWTH STRATEGY

  • Organic Growth
    • Solidify & build upon existing customer base
  • Vertical Integration
    • Opportunities to fold in adjacent processes and part
  • Process Efficiencies
    • Build continuous improvement culture
    • Maximize sales funnel conversion
  • M&A Opportunities
    • Geographic expansion through targeted acquisitions