Investment Criteria

Investment Criteria

We do not have hard rules on investment criteria; our focus is who our partners are and the opportunities we see going forward.

We are fortunate we do not work with institutions that require us to stick to a strict set of criteria. We are flexible on some criteria and inflexible on others.


  • Size of Business: $3 Million to $25 Million (Sales)
  • Profitability: $750,000 to $5 Million
  • Type of Business:Manufacturing, Distribution, Service
  • Industry:Flexible, manufacturing, distribution, service, energy (no retail or construction)
  • Location:200-mile radius of Pittsburgh, PA


  • Owner Involvement: Business Owner involved in business post-closing
  • Retain Ownership: Business Owner will retain ownership post-closing, unless owner is absentee