Our Approach
Pinnacle achieves its investment objectives by acquiring lower middle market companies and then employing a hands-on operational approach to unlocking and growing value post close. The strategy principally focuses on mature businesses that meet some or all of the following investment criteria: an established and loyal customer base, mission-critical products and/or services, recurring or predictable revenues, sizable market share, business to business relationships and underperformance due to strategic, operational, organizational and/or financial challenges. The firm does not focus on any particular industry, preferring to maintain a diversified portfolio of businesses.
“loafing is treasonous. ”
Investment Criteria
Seller Profile:
- Public & Private Corporations
- Private Equity Firms
- Privately Held Companies
Investment Characteristics:
- Revenue $10mm plus
- EBITDA – Negative to $5mm
- Industry agnostic
- Mature businesses
- Facing operational, financial, organizational and/or strategic challenges
- Sizable market share
- Growth prospects
- Mission critical products and services
- Business to business relationships
- Recurring and/or predictable revenues