Our Private Equity Approach
Keystone Equity Partners understands the profound significance of selling a business and the critical importance of choosing the right strategic partner. We take pride in our unwavering commitment to excellence and our dedicated focus on preserving each business’s legacy.
What We’re Looking For
Industry Traits
Mature, Stable, Recession-Resistant Industries
Non-Cyclical, Not Project Based
Highly Fragmented
Low Capital Intensity
Business Characteristics
Strong Reputation and Integrity
Distinct Competitive Advantage with Formidable Barriers to Entry
Significant Recurring Revenue with Diverse, Loyal Customer Base
Growing or Stable Financial Performance
Owner Circumstances
Founder or Owner-Operator Led Business
Owner Looking for a Trusted Partner Capable of Growing the Business and Committed to Preserving and Enhancing its Legacy
Owner Desiring to Transition Out or Retire Over Time
Our Investment Criteria
Control Equity
Aligned with Founder(s) / Existing Senior Management
Revenue
$5mm - $25mm
EBITDA
$1mm - $5mm
Geography
U.S. Headquartered
The Keystone Equity Partners’ Approach.
Objective
Long-Term Sustainable Growth
Time Horizon
Independent & Long-Term
Source of Capital
Family Offices, Entrepreneurs, Operators & High Net-Worth Individuals
Approach
Legacy Preservation: Committed to Preserving and Enhancing the Company’s Legacy
Committed Partner: A Dedicated Partner Whose Sole Focus is to Drive Sustainable Growth to Position the Company for Long-Term Success
Maximize Short-Term Returns Through Financial Engineering, Cost Cutting & Near-Term Decision Making
Private Equity Funds
3-5 Years
Short-Term Decision Making
Large Asset Management Institutions
Small Piece of a Larger Portfolio of Mixed Companies
Broader Fund Dynamics Potentially Impacting Portfolio Company Strategy
Competitors / Strategics
Maximize Value of the Larger Organization by Cost Cutting & Synergies
Highly Dependent on Objectives of the “Mothership”
Public / Private Investor Groups & Company Cash Flow
Small Piece of Larger Company
Culture Disintegrates
The Keystone Equity Partners’ Approach.
Objective
Keystone Equity Partners
Long-Term Sustainability Growth
Private Equity Funds
Maximize Short-Term Returns Through Financial Engineering, Cost Cutting & Near-Term Decision Making
Competitors / Strategics
Maximize Value of the Larger Organization by Cost Cutting & Synergies
Time Horizon
Keystone Equity Partners
Independent & Long-Term
Private Equity Funds
3–5 Years
Short-Term Decision Making
Competitors / Strategics
Highly Dependent on Objectives of the “Mothership”
Source of Capital
Keystone Equity Partners
Family Offices, Entrepreneurs, Operators & High Net-Worth Individuals
Private Equity Funds
Large Asset Management Institutions
Competitors / Strategics
Public / Private Investor Groups & Company Cash Flow
Approach
Keystone Equity Partners
Legacy Preservation: Committed to Preserving and Enhancing the Company’s Legacy
Committed Partner: A Dedicated Partner Whose Sole Focus is to Drive Sustainable Growth to Position the Company for Long-Term Success
Private Equity Funds
Small Piece of a Larger Portfolio of Mixed Companies
Broader Fund Dynamics Potentially Impacting Portfolio Company Strategy
Competitors / Strategics
Small Piece of Larger Company
Culture Disintegrates