INVESTMENT CRITERIA

At Sunward Investment Group, our investment philosophy is driven by a commitment to creating long-term value through strategic acquisitions of businesses in well established, growing markets. We seek to align our interests with those of our investors and management teams to foster growth, innovation, and sustainable success.

INVESTMENT CRITERIA

At Sunward Investment Group, our investment philosophy is driven by a commitment to creating long-term value through strategic acquisitions of businesses in well established, growing markets. We seek to align our interests with those of our investors and management teams to foster growth, innovation, and sustainable success.

INVESTMENT CRITERIA

At Sunward Investment Group, our investment philosophy is driven by a commitment to creating long-term value through strategic acquisitions of businesses in well established, growing markets. We seek to align our interests with those of our investors and management teams to foster growth, innovation, and sustainable success.

Target Businesses

As professional consultants and contractors, we target businesses that are well-positioned to capitalize on market opportunities and drive scalable growth such as:

  • A/E Consulting Firms
  • HVAC/Electrical/Plumbing Contractors
  • Accounting and Bookkeeping businesses
  • Marketing and Advertising companies

Investment Attributes

Selecting companies with the following attributes is crucial for ensuring the financial stability and scale necessary to support new growth. Key attributes include:

  • Annual Gross Revenue: $3.0 - 50.0M
  • EBITDA: $1.0 - 10.0M
  • Employees: > 10
  • Business Tenure: Minimum of 10 years

Geographic Focus

Geographically, we focus on growing metropolitan markets with a population of at least 500k residents. Targeting businesses within these regions typically offers robust economic activity, diverse customer bases, and access to skilled labor. Greater metro areas of this size also provide:

  • Larger platform business availability
  • Plentiful roll up opportunities
  • Greater likelihood of sustained demand
  • Enhanced infrastructure and logistical support for business expansion

Business Characteristics

We seek business opportunities with the greatest chances of success by evaluating not only the financial strength of the target company, but also by screening for characteristics that align with our strategy and position the business for its next stage of growth. Specifically, we look for:

  • Strong historical performance (i.e. steady top line revenue growth over the past 3-5 years)
  • Established and Diversified Customer/Client base (i.e. no more than 15-20% client concentration)
  • An experienced management team

Target Businesses

As professional consultants and contractors, we target businesses that are well-positioned to capitalize on market opportunities and drive scalable growth such as:

  • A/E Consulting Firms
  • HVAC/Electrical/Plumbing Contractors
  • Accounting and Bookkeeping businesses
  • Marketing and Advertising companies

Investment Attributes

Selecting companies with the following attributes is crucial for ensuring the financial stability and scale necessary to support new growth. Key attributes include:

  • Annual Gross Revenue: $3.0 - 50.0M
  • EBITDA: $1.0 - 10.0M
  • Employees: > 10
  • Business Tenure: Minimum of 10 years

Geographic Focus

Geographically, we focus on growing metropolitan markets with a population of at least 500k residents. Targeting businesses within these regions typically offers robust economic activity, diverse customer bases, and access to skilled labor. Greater metro areas of this size also provide:

  • Larger platform business availability
  • Plentiful roll up opportunities
  • Greater likelihood of sustained demand
  • Enhanced infrastructure and logistical support for business expansion

Business Characteristics

We seek business opportunities with the greatest chances of success by evaluating not only the financial strength of the target company, but also by screening for characteristics that align with our strategy and position the business for its next stage of growth. Specifically, we look for:

  • Strong historical performance (i.e. steady top line revenue growth over the past 3-5 years)
  • Established and Diversified Customer/Client base (i.e. no more than 15-20% client concentration)
  • An experienced management team