CONTINUED SUCCESS

Mission

AGEE Captial is focused on creating value. We pride ourselves on helping small businesses act Big by driving operational excellence, providing financial discipline, and building upon the successes already achieved.

AGEE Capital does not operate like a private equity firm. We pride ourselves on the flexibility we offer business owners and entrepreneurs. We understand the sensitive and sometimes complex dynamics involved in the a sale of a business. We’re flexible and experienced in leading thoughtful growth investments that maximize financial value for existing owners while providing enhanced professional opportunities for employees.

What we look for in an investment

We  realize every business is unique. Every company we evaluate is based on financial and organizational metrics.

Financial

$1M to $5M of annual revenue
$250k to $1M of annual cash flow
25%+ operating margin
3+ years of profitability

Company

Well positioned business in a growing, fragmented industry
Strong relationship with employees
Diverse & Loyal customer base

Ownership

Owner is seeking to cash out
Desires continued success of company after the sale

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