Investment Criteria
What we evaluate in a potential business combination.
Our search is guided by operating experience rather than sector fashion: businesses with durable revenue, credible management and a clear path to performing as a public company.
Target Industries
- FinTech
- Specialty Finance
- Payments
- Lending
- Insurance
- Data & Technology
- Asset & Wealth Management
- Real Estate
Company Characteristics
- Established business
- Early-stage opportunities
- Scalability
- Market leadership
Management
- Strong management team
- Credible management with public-company readiness
- Willingness to partner through the next stage of growth
Financial Profile
- Significant cash flow
- Durable revenue
Growth Potential
- Clear growth opportunity
- Scalable business model
Strategic Fit
- Differentiated position in financial services or technology-enabled sectors
- A clear path to performing as a public company
- Ability to meet public-company disclosure, control and governance standards from day one
Criteria are indicative and evaluated on a case-by-case basis. Nothing on this page constitutes an offer, or tax, legal or investment advice.
Is Your Company a Fit?
We are interested in hearing from companies with strong management teams, scalable business models, and significant growth opportunities.
Discuss Your Company