Investment Criteria

Canopy analyzes businesses across the country with a mission to acquire, strengthen operations, and operate long-term.

We provide fellow entrepreneurs the opportunity to exit their company and transition ownership while preserving their legacy and protecting employee base.

Investment Criteria
Canopy seeks an acquisition with a company whose owner has outgrown, prepared to retire, or has otherwise reached their ideal opportunity to exit, and are eager to proceed with transition.

Financial Attributes
■ Revenue of $2 to $20 Million
■ Three or more years of profitable operations and positive cash flow
■ EBITDA of $1 million or more
■ EBITDA margins of at least 15%

Industry/Company Characteristics
■ Fragmented, large and growing industry
■ Strong potential for organic growth and/or industry consolidation
■ Significant component of recurring revenue preferred
■ Diverse customer base with high retention rates
■ Clear customer value proposition
■ Unique and distinct competitive advantage

Management Profile
■ Owner seeking liquidity and ownership transition
■ Owner willing to be involved during transition period
■ Strong middle management team eager to remain with the company

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