We have a strong interest in information services companies that focus on Financial and Legal Services. We are particularly interested in companies that have demonstrated that they have grown quickly in response to the needs of their customer base. For example, lead generation companies that have a direct relationship with their client base. We are also very interested in companies that have a proven subscription base business, as well as, those that are advertising driven.
We generally focus on companies that have annual trailing EBITDA of between $5M-$25M and have a strong market position. We look to take a controlling interest through our investment, but are very open to working with a strong management team & providing them with additional incentives to take the company to the next level of development.
Asset International • Adam Smith's Money World • ai5000 • aiTrade • Global Custodian • Plan Adviser • Plan Sponsor • Strategic Insight
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