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