Our Approach
Geographic Focus
Businesses Headquartered in the Western US.
Investment Criteria
We are looking for businesses with $2-$10 million in EBITDA.
Our Structure
Our preference is for the existing owner to continue to own a small portion of the business alongside us. We carve out ownership for your key employees to benefit in the long term growth that we hope to achieve.
We buy your business with a combination of debt from a bank and equity from investors that made their money owning and running businesses that probably look a lot like yours.
We are generalists when it comes to industries. With a few exceptions, if your business has a history of profitability and generates $2 million or more in EBITDA, we would love the opportunity to learn more.
What Makes Traction Different?
Private Equity
Search Fund
C-Suite Operating Experience
•Sometimes – most often board seats
•Searchers don’t typically have this experience
Valuation
•Fair & Flexible
Ownership Period
Plan for Sustained Profitability
Legacy Preservation
WHAT MAKES TRACTION DIFFERENT?
C-Suite Operating Experience
PRIVATE EQUITY
•Sometimes – most often board seats
SEARCH FUND
•Searchers don’t typically have this experience
Valuation
•Fair & Flexible
PRIVATE EQUITY
•High Valuation
SEARCH FUND
•Varies
Ownership Period
•Long-term, no intention of selling
PRIVATE EQUITY
•5-7 years depending on the fund structure
SEARCH FUND
•Varies
Plan for Sustained Profitability
•Invest in resources to grow the business
PRIVATE EQUITY
•Cut expenses (often headcount)
SEARCH FUND
•On the job learning
Legacy Preservation
•We understand the importance in protecting the previous owner’s brand
PRIVATE EQUITY
•Not at the top of the list
SEARCH FUND
•Not at the top of the list