Investment Criteria

Opportunity Equity Partners seeks to make majority control and minority investments or to be an equity partner in strategically viable American businesses that have an identifiable Strategic Value Proposition and a passion to be innovative and disruptive in their respective industries.

Opportunity Equity Partners values the legacy and history of businesses that were built through the blood, sweat, and tears of entrepreneurs, founders, owner-operators, management teams, and everyday employees working the front line. 

Current target criteria for new investments include:

  • US-based business with significant operations in North America with potential for international sales expansion

  • Industries: manufacturing, commercial & industrial products, consumer products & services, healthcare products & technology, building products, business services, industrial technology, value-added distribution, transportation, energy and natural resources, infrastructure-related products & services, corporate sustainability, and water & environmental related businesses.

  • Annual sales of up to $150mm, EBITDA of $2mm - $15mm

  • Strategic Value Proposition Drivers

    • Strategically-viable businesses that have an identifiable value proposition

    • Proven history of, passion for, or demonstrable opportunity for innovation in its products, services, or general business model

    • Culture of high integrity and continuous improvement. Doing the right thing when no one is looking.

Potential situations for Opportunity Equity Partners to be a partner:

  • Opportunity Equity Partners is actively looking to partner with management teams that are seeking to create value for all stakeholders by having the opportunity to be industry leaders by innovating their businesses, driving sales growth, improving overall profitability, and developing a strategic value proposition.

  • Opportunity Equity Partners is also seeking investment opportunities to partner with founder-led businesses that are looking for a long-term partner or don’t otherwise have a succession plan put in place. This includes American businesses not ready for sale or in need of financial investment but in need of a strategic or operational partner to drive greater value

  • Well-capitalized American businesses that are in need of a strategic or operational partner to help drive greater profitability and increase value for all stakeholders