Investment Strategy

Focus Industries

  • Healthcare
  • Business services
  • Specialty distribution
  • Industrial/asset-light manufacturing (e.g., contract manufacturing, engineered components, MRO products)
  • Food/Beverage
  • Technology

Financial Profile

  • Revenue: $2.0 – $7.5 million with
  • EBITDA margins: 17.5%+ (or improving trends)
  • Recurring revenue streams
  • Identifiable growth opportunities

Seller Profile

  • Founder/family-owned businesses
  • corporate carve-outs
  • Owner or manager looking to transition out of their current role

Target Characteristics

  • Scalable models
  • Niche leadership
  • Potential for operational improvements or strategic add-ons

Sourcing Strategy

We utilize multiple channels to identify acquisition opportunities, with an emphasis on proprietary deal flow. Our approach includes:

Leveraging our extensive professional networks built over decades in investment banking and entrepreneurship

Direct outreach to business owners in our target industries

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Industry association involvement and targeted marketing initiatives

Relationships with intermediaries including M&A advisors, business brokers, accountants, and attorneys

We focus predominantly on off-market opportunities, and avoid competitive auction processes and build relationships directly with business owners

Let`s Talk

Contact Us

We welcome conversations with potential investment partners, business owners considering transition options, and intermediaries representing quality businesses. Please reach out to learn more about our approach and how we might work together

Monarch Concord aims to create exceptional value through thoughtful acquisition and strategic growth initiatives. We invite you to join us on this journey