Investment criteria
$1.5M–$10M EBITDA. Three sectors. Continental U.S.
The numbers matter, but so do the people, the transition, and what owners want next.
Platform EBITDA
$1.5M–$10M
Transaction type
Majority
Full or partial owner liquidity; rollover equity welcome
Geography
Continental U.S.
Based in the Washington, D.C. area, investing coast to coast
Owner situations
Every conversation starts with what you want next. All four of these work for us.
Full exit — sell completely and retire, on your timeline
Partial sale — a majority recapitalization: money off the table now, a stake in the next phase
Gradual transition — hand off at the pace that fits, with an ongoing role if you want one
Stay and lead — sell a majority and keep running the company day to day
These criteria are guidelines rather than strict requirements — we evaluate each opportunity on the quality of the business, its people, its market, and the goals of its owners. If you’re close, talk to us anyway.
Industry focus
Business services
Recurring and repeatable service models serving durable demand.
- Testing, inspection & calibration
- Facility & field services
- Outsourced professional services
Healthcare services
Services businesses supported by long-term demand for care.
- Outpatient & clinic-based services
- Home- and community-based care
- Outsourced healthcare administration
Government services
Contractors serving federal, state, and municipal customers.
- Mission support & technical services
- Professional services contractors
- Wholesale & distribution to government customers
Company characteristics
Recurring revenue — or highly repeatable, with durable demand
Diversified customers — no single point of failure
Defensible position — real advantages and strong customer relationships
EBITDA margins — above 10%
Strong management — a capable second-in-command and limited owner dependence
Room to grow — people, systems, technology, and sales worth investing in
For advisors
What you can expect from us
Our own capital leads every transaction — committed, in first. For larger deals, longtime co-investors invest alongside us.
- Response within one business day.
- A clear read on fit within 3 business days of receiving a CIM. We’ll tell you plainly, either way.
- An IOI within 10 business days of receiving financials. With a number we’re prepared to stand behind.
- An LOI with a defined diligence plan and timeline. So your client knows exactly what happens next.
- A target close date in the LOI — typically 90 days out. The equity is committed before we sign.
When we pass, we’ll tell you quickly and tell you why. We honor fee agreements.
Likely not a fit
In fairness to your time and your client’s:
- Startups or turnarounds
- Minority investments without a change of control
- Heavy single-customer concentration
- Primarily project-based revenue
- Highly cyclical businesses
- Asset-heavy, capital-intensive models
Prefer email? Send a teaser to deals@beaconpnt.com — it reaches both of us.
For business owners
Thinking about what’s next for your company? A conversation is confidential and commits you to nothing.
Start a Confidential Conversation