Forest Path

FOCUS

Clio Capital Partners is seeking high-quality businesses with track records of growth and profitability.

While neither exhaustive nor absolute, the following provides a sense of our investment criteria:

Industry

  • Sizable and growing industry

  • Fragmented, high number of companies

  • Diverse customer base

  • Low business cycle exposure

  • Stable regulatory environment

Business

  • Recurring/contracted revenue

  • Diverse, loyal customer base

  • History of high performance

  • Low capital intensity

  • Dependable middle management and employee base

Economics

  • $5M - $60M in annual revenue

  • $2M or greater in EBITDA

  • 10% or greater EBITDA margin

  • History of profitability and growth

Need more details? Contact us.