© 2016 by Plateau Asset Management. All Rights Reserved.

INVESTMENT CRITERIA

At Plateau Asset Management, we won't tell you that your industry isn't of interest. I am an engineer and a maritimer who is adaptable to anything. Thus, I am industry-agnostic.

 

So, a desirable investment opportunity will possess most or all of the following specific criteria:

 

  1. Ownership of at least 10 years, with owner seeking seamless exit and transition with a proven successor

  2. Annual diversified revenues of between $2M and $30M

  3. Profitability in the last 3 consective years

  4. Growing and sizable market

  5. Stable, non-cyclical recurring revenue

  6. Diversified and loyal customer and supplier base

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