Strategic Capital

Investment Criteria

We at Moonlit Bay Ventures are operators at heart and have decades of experience growing and scaling founder owned companies. 

Industries

Having years of experience working across numerous industries, we can be fairly flexible with which specific industries we target. While flexibility is key to finding the right opportunity, we tend to partner with companies that fall into one of the below segments:

  • Multi-site concepts
  • Specialty distributors
  • Business services
  • Healthcare services
  • Industrial services

Life Cycle

Founder owned businesses range in size and scope. It is important for us to partner with companies that are at a certain stage in their growth life cycle. While we would love to work with all founder owned businesses, we have success in partnering with companies that meet the below criteria:

  • Founder owned and opportunity to be the first institutional capital 
  • Revenue generating, with a proven track record
  • $3mm to $15mm of EBITDA
  • Sustainable margins

Concept

We look for steady growth concepts that have been proven regionally and have a strong foundation in the community they operate. We specialize in concepts that have the below criteria:

  • Differentiated service / product offering that is strategically positioned in the market
  • Regional success in home market
  • Recurring and / or contracted revenue
  • Strong core team
  • Track record of strong customer success / experience