Investment Focus

Flag Tree is actively seeking to acquire a service or manufacturing business in the lower middle-market with operations based in the United States. Since we typically seek control positions and direct operating responsibility in the businesses we acquire, we are an ideal solution for a retiring business owner to realize personal wealth and add the management capability needed to see the business he or she built continue to flourish.

While we evaluate each business on its own unique characteristics, we generally seek opportunities with the following attributes:

Financial

• History of profitable operations
• Low to moderate capital expenditure requirements
• Attractive profit margins

Market

• Well positioned in a growing market or sub-market
• Limited customer concentration
• Large market with a diverse set of competitors

Situational

• Owner seeking both liquidity and transition of responsibility
• Committed management team
• Eager to add a strong partner, committed to growth