Investment Criteria

Team

Portfolio Companies

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We believe in approaching investments as long-term partnerships. We seek to partner with proven, driven entrepreneurs of exceptional integrity in situations where we can add value through our experience and strategic relationships.

Geography
We primarily focus on underserved markets within the Intermountain West and Southwest and will also consider investments on the West Coast.

Industry Focus
Our principals have experience investing in a broad range of industries. We are industry generalists and will review opportunities ranging from technology-oriented (particularly software, Internet, communications) to more traditional industries such as healthcare and manufacturing.

Investment Stage
We target companies that are post-concept, revenue generating companies with near-term profit potential. We evaluate companies by their potential to become leaders within markets that we view as sufficiently large with attractive growth potential.

Deal Type
We are a diversified fund, investing in deals ranging from venture capital to leveraged buyouts. We are also interested in management buyout situations as well as recapitalizations that provide liquidity or estate planning options for private owners.

Investment Size
Our typical investment size ranges from $500,000 to $4 million.

Company
Although we are industry generalists, we seek companies that possess an enduring competitive advantage, whether it be technological, marketing or operational, that serves as a barrier to entry.

Management Team
In addition to targeting companies led by experienced entrepreneurs that are disciplined and driven, we seek to invest with balanced management teams that have both technical vision and superior leadership skills.