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WE ARE GOING
GOAT
PUBLIC
We used to pride ourselves on being 'low-profile'. A few things happened to us to make us question what being ‘low profile’ achieved. So today we take a different approach. Today, we feel low-profile = vulnerable.
CRITERIA!
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HOLDINGS!
Cash flowing
$2-$10m of normalized operating cash flows (~EBIT), with at least a 3-year track record of cash flows in this ballpark.
Low Growth
Less than 30% topline organic growth. However, if the growth is from inorganic / high ROI reinvestments, then perfect for us.
Old
More than 6 years old. We can make exceptions for digital, internet or software assets with best-in-class retention.
Profitable
More than 10% normalized operating cash flow (~EBIT) margins. We can make exceptions for subscale software and franchisor assets.
Local
US or Canada (unless franchisors, digital, internet, or software assets). Again, we can make exceptions for exceptional revenue quality.
Cash flowing
$2-$10m of normalized operating cash flows (~EBIT), with at least a 3-year track record of cash flows in this ballpark.
Low Growth
Less than 30% topline organic growth. However, if the growth is from inorganic / high ROI reinvestments, then perfect for us.
Cash flowing
$2-$10m of normalized operating cash flows (~EBIT), with at least a 3-year track record of cash flows in this ballpark.
Low Growth
Less than 30% topline organic growth. However, if the growth is from inorganic / high ROI reinvestments, then perfect for us.
Old
More than 6 years old. We can make exceptions for digital, internet or software assets with best-in-class retention.
Profitable
More than 10% normalized operating cash flow (~EBIT) margins. We can make exceptions for subscale software and franchisor assets.
Local
US or Canada (unless franchisors, digital, internet, or software assets). Again, we can make exceptions for exceptional revenue quality.