
OUR FOCUS & APPROACH
Investment
Criteria
Our approach begins with extensive research to identify an exceptional business that enables us to build mutually beneficial, collaborative partnerships with advantageous conditions for the continued success of your business.

Company
![prc_scale_vector [Converted].png](https://static.wixstatic.com/media/45c2b4_20e5de118f0840bb87b7f2fc4147c296~mv2.png/v1/crop/x_131,y_131,w_582,h_582/fill/w_80,h_80,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/prc_scale_vector%20%5BConverted%5D.png)
Financial
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B2B software or tech-enabled services
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High percentage of recurring revenue
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Diverse and loyal customer base
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Strong employee relations
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Annual revenues $10-30 million
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Annual EBITDA $2-6 million
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Healthy profit margins >15%
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Low capital intensity
We understand every business is unique and consider the above as guidelines. We would welcome the opportunity to discuss your business' unique fit within these criteria.

At Palm Ridge Capital, we do not take a portfolio approach.
Our investment is a partnership, not a transaction.
We work hard to ensure our goals are aligned.
One True North.
Sector Focus
We seek to identify an investment partner that aligns with our industry experience, technology expertise and proven history of operational success to accelerate growth and stay ahead in the digital economy.

Traditional Business
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Business Operations Software
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Business Process Outsourcing
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Case & Records Management
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Governance, Risk & Compliance
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Legal, Regulatory & Tax
![prc__55794853_digital services_vector [Converted].png](https://static.wixstatic.com/media/45c2b4_3676617151ae4b05bba8f440b523aa60~mv2.png/v1/fill/w_69,h_92,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/prc__55794853_digital%20services_vector%20%5BConverted%5D.png)
Digital & Information
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Business Intelligence & Analytics
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Data & Content Management
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Identity Management & Consumer Privacy
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Robotic Process Automation (RPA)
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System Integration
![shutterstock_594156821_healthcare_vector [Converted].png](https://static.wixstatic.com/media/45c2b4_d8718232d2f8430c824c28cf1a94be40~mv2.png/v1/fill/w_91,h_95,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/shutterstock_594156821_healthcare_vector%20%5BConverted%5D.png)
Healthcare &
Life Sciences
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Diagnostic Imaging
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eHealth/mHealth Software
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Electronic Records Management
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Lab & Pharma Services
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Practice Management Software

Our Committment
We will always act with integrity and honesty.
We will always be forthright and transparent.
We will always put people first.
At Palm Ridge Capital, we are mindful that selling a business is one of the most important events of an owner's life. Identifying the right partner is not only critical to preserving what an owner has built, but also central to our investment criteria.
Our Process
Our goal is to close the transaction as quickly as possible so we can focus our efforts on operations and growth.
Introduction
(1-2 weeks)
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Conduct call to discuss the potential fit
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Sign confidentiality agreement to share information
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Assess basic financial information
Diligence
(4-10 weeks)
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Sign a non-binding letter of intent (LOI) to align on the broad terms of sale
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Conduct due diligence (accounting, legal, technical, etc.)
Growth
(Ongoing)
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Transition into operating the business
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Build upon company legacy through partnered execution of controlled growth implementation plan
![1917596651_phone_vector [Converted].png](https://static.wixstatic.com/media/45c2b4_f2981cddd4ef42dd9cbff9f39ebe5a56~mv2.png/v1/fill/w_58,h_56,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/1917596651_phone_vector%20%5BConverted%5D.png)
![prc_31009939_discuss explore_vector [Converted].png](https://static.wixstatic.com/media/45c2b4_d8878d9768a949fc96e5a12923d0045f~mv2.png/v1/fill/w_64,h_53,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/prc_31009939_discuss%20explore_vector%20%5BConverted%5D.png)
![prc_20449581_handshake_vector [Converted].png](https://static.wixstatic.com/media/45c2b4_139e7f47b2b642bfb8daf8af682eab63~mv2.png/v1/fill/w_76,h_65,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/prc_20449581_handshake_vector%20%5BConverted%5D.png)
![shutterstock_1269405160_tree grow_vector [Converted].png](https://static.wixstatic.com/media/45c2b4_36f43093e78c408d86f018da37118acd~mv2.png/v1/fill/w_53,h_70,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/shutterstock_1269405160_tree%20grow_vector%20%5BConverted%5D.png)
![shutterstock_1254067075_diligence_vector [Converted]_edited.png](https://static.wixstatic.com/media/45c2b4_5696f2c01f914937ae8a6a7c89520846~mv2.png/v1/fill/w_100,h_100,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/shutterstock_1254067075_diligence_vector%20%5BConverted%5D_edited.png)
Analysis
(1-2 weeks)
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Align on joint objectives
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Gather additional information via onsite visits and conference calls
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Submit an indication of interest (IOI)
Closing
(1-2 weeks)
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Review the final terms of sale and reach agreements on all points
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Sign the final Purchase and Sale Agreement (PSA)
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Transfer funds to owner