Investment Criteria

Working in close partnership with entrepreneurs and managers, we invest in technology-enabled and service-based businesses with exceptional prospects for growth.

Investment Criteria

Company Size

$3.0mm – $8.0mm EBITDA
Add-Ons | No Limit

Geography

United States

Stage

First Institutional Capital

Ownership Goal

Majority

Sectors of Focus

Tech-Enabled Services & Software

Data & Analytics

IT Services

Information Services

Cybersecurity

Vertical Enterprise Software

Professional Business Services

Business Process Outsourcing

Managed IT

Finance & Accounting

HR Tech & Services

GovTech & Services

Industrial Services

Testing, Inspection & Certification

Maintenance and Repair

Environmental Services

Facility Services

Fire Protection

Essential Consumer Services

HVAC & Plumbing

Emergency Restoration

Foundation Repair

Roofing

Animal Care

Pest Control

Education & Training

Professional Education

Certification, Training & Credentialing

Test Prep

K-12 Curriculum

EdTech

Company Characteristics

Essential Service with Recurring Demand

Low Capex Needs and Favorable Working Capital

Organic and Inorganic Growth Potential

Meaningful Ongoing Investment by Existing Owners

Baum Capital Partners Overview

Intermediaries

We understand the needs of your clients and the important factors that drive successful outcomes.

Sell Side Opportunities

We commit to being highly responsive to new investment opportunities and aggressive within our sectors of focus - we won't let you down.

Buy Side Opportunities

We place a high value on proprietary investment opportunities, and will pay attractive buy-side referral fees upon transaction completion.

Download Referral Agreement

Investment Criteria

Working in close partnership with entrepreneurs and managers, we invest in technology-enabled and service-based businesses with exceptional prospects for growth.