Investment Focus
Investment Criteria
-
Stable revenues $2 million-$10 million
-
Minimum operating income of $500 thousand
-
Solid companies with proven business models
-
Northern California
Preferred Investment Context
-
Owner retirement or transition away from day-to-day operations
-
Seller committed to the on-going success of the business
-
Clean accounting and financial statements
-
Serious sellers actively planning for succession
-
Control-oriented buyouts resulting in majority ownership. Not interested in minority investments or turnaround situations
Industries of Interest
-
Wine & Spirits Industry Suppliers
-
Manufacturing of specialty and proprietary products
-
Differentiated business service providers
-
Niche, branded consumer products
For the right business owner, Moraga Capital will provide
-
Liquidity and flexible deal structure balanced to meet the current owner’s financial needs
-
Experienced successor committed to the long term success of the business
-
Dedicated advisors with deep operating experience
-
On-going respect for the employees and seller’s legacy within the company