architecture-bridge-brooklyn-bridge-421927.jpg

Investment Criteria

Levatso Holdings is seeking to acquire a private company from an owner seeking full or partial liquidity. We consider a wide range of industries, but the business must be profitable, have predictable cash flows, and be located in the United States.

Financial Criteria

  • $5M to $20M in annual revenue

  • Recurring revenue streams

  • Steady cash flow

  • 15%+ operating margins

Business Criteria

  • Diverse customer base with high retention rates

  • Well-positioned in fragmented industry

  • Identifiable growth opportunities

  • Strong history of employee relations

Transaction Scenarios

  • Owner seeking liquidity and / or exit

  • Owner seeks more focused role (e.g., sales, technology)

  • Existing ownership structure is concentrated