About Us

OUR FOCUS

We focus on buying or investing in existing companies or partnering with management teams to grow lower middle market companies. We target platform investments with $2-$15 million in EBITDA, but will consider any size company for bolt-on acquisitions.

We work with business owners seeking a meaningful upfront cash payment for their business, an opportunity to rollover and retain a continued ownership position, and potentially remain involved in the management and growth of the business.

Clubmoss Companies prioritizes investments and acquisitions across the following attributes

Financial stability

  • Cash flow between $750K and $2MM 

  • Cash flow margins of >15%

  • Recurring contract or subscription revenue that is stable or growing

  • At least three-years of profitability (not including COVID-19 adjustments)

Financial stability

  • Company with a rich history and culture

  • Strong team of loyal and high-performing employees led by stable and invested management

  • Owner that is considering retirement or has plans to reduce role in day-to-day operations

Financial stability

Unique business models that operate in sectors with sustainable growth potential (preferably above projected US GDP growth). Although we’re always open to exploring different opportunities, our target industries for acquisition and investment include education, infrastructure and industrial services, transportation and logistics, business services, retail, manufacturing, and pet/animal services.

OUR TEAM

Our team reflects a diverse network of professionals and partners who share our mission

Operators and Industry Specialist

Our team includes experienced operators and industry experts across sectors like logistics, utilities, and education, all dedicated to driving client success and creating community impact

Expert Advisors

Our leadership team brings expertise in strategic advisory, operations, and real estate, coupled with a commitment to building resilient organizations.

Collaborator and Capital Providers

We are supported by a network of 200+ family offices, investment groups, high networth individuals and community-focused organizations.

WHY WE’RE DIFFERENT

Our daily commitment is to lead enduringly profitable businesses that we hold for the long term

Investment Horizon

Approach to Ownership

Focus on Culture

Growth Strategy

Decision-Making

Risk Tolerance

Resource Commitment

Exit Strategy

Impact and Legacy

But we define true success by the value we generate, the betterment of the people we serve, and the good we create beyond ourselves.

Long-term, patient capital; focused on sustainable, enduring growth

Collaborative and hands-on; values alignment with owners and teams

Prioritizes a people-centered approach; preserves and builds on company culture

Growth tailored to each company’s unique strengths and market opportunities

Balanced and flexible; adapts with insights from founders and employees

Focused on long-term resilience and stability

Deep operational support with a long-term perspective

Not bound by strict exit timelines; open to holding and growing indefinitely

Seeks lasting, positive impact on employees, communities, and industries

Private Equity

Short- to medium-term; usually 3-7 years with exit focus

Primarily financial focus; often less involved in day-to-day operations

Often secondary to financial metrics and ROI

Aggressive growth with focus on maximizing short-term gains

Primarily data-driven; often lacks flexibility due to financial targets

Often higher risk to meet return targets

Limited operational support beyond initial integration

Focus on selling to maximize returns within set timeframe

Primarily financial impact; legacy is secondary

Strategic Competitors

Aligned with corporate growth targets; focus on quicker integrations

Driven by strategic fit; can involve major restructuring

Driven by strategic fit; can involve major restructuring

Growth aligned with broader corporate objectives

Centralized, with top-down directives

Medium risk, contingent on broader strategic goals

Varies; may rely on internal resources

Aligned with corporate portfolio goals

Impact aligned with parent company’s broader strategy

How can we partner together?

Contact us to learn more about our focus and whether we’re a good fit for partnership!