Sun Harbor Capital is focused on investment opportunities where the primary operations are in the United States. The criteria below provides a guideline for what we are seeking - we understand that every business is unique and very few display all of these traits.
OPERATIONAL
Competitive Edge: Maintaining a sustainable advantage in a stable or expanding market niche.
Consistent Revenue: Generating recurring or reoccurring revenue from a loyal and diverse customer base.
Low Capital Needs: Requiring minimal ongoing capital investment.
Growth Potential: Clear opportunities for growth and/or margin improvements.
Strong Management: Having solid middle management and satisfied employees.
SITUATION
Ownership Transition: Owner looking for partial or full liquidity and transition of ownership.
Retirement: Retiring owner/operator without a successor.
Serial Entrepreneur: Entrepreneur ready to move on to the next venture.
Reduced Role: Owner/operator seeking to decrease their involvement in the business.
Board and Management: Seeking an experienced board of directors and enhanced management capabilities.
INDUSTRY
Industry-Agnostic: Sun Harbor Capital is open to investments across various sectors without specific industry preferences.
Services and Light Manufacturing: Focus on service-oriented businesses or those with minimal manufacturing.
Large Market: Operating within large and fragmented markets.
Growth Potential: Engaging in industries with growth opportunities and minimal regulatory risks.
Stable Revenue: Industries with low revenue volatility.
FINANCIAL
Profitability: Historical and projected profits with positive cash flows.
Recurring Revenue: Significant recurring or reoccurring high repeat revenue.