OUR INVESTMENT CRITERIA

Beacon Tree Capital is dedicated to helping the companies we invest in, and operators we invest with, prosper and grow.  Our firm strives to identify and work with successful operators who are looking for a financial and strategic capital partner to grow their businesses. We come across investment opportunities in all shapes and sizes. While we rarely say "no" to reviewing initial inquiries, we welcome opportunities that fit within our sweet spot of preferred investments.

Investment Characteristics

  • Growing businesses with operators interested in a value-added capital partner

  • Majority ownership / control

  • Revenues of $10M to $50M

  • EBITDA of $2M to $10M (can look at deals lower than $2M in EBITDA, but on a case-by-case basis)

  • History of steady growth and profitability