FOCUS

Shepherd Oak seeks to identify and purchase one established manufacturing or services business within the Texas region. Our investment criteria targets companies with positive cash flow and a track record of success and stability. Additionally, we are searching for businesses that are family or entrepreneur-owned and interested in succession planning, ensuring the long-term viability of their institutions. 
BUSINESS CHARACTERISTICS

 

  • Revenues and cash flow primarily from business-to-business operations

  • Headquartered in Texas or a surrounding state

  • Entrepreneur or family-owned seeking ownership transition

  • High quality customers (preferred low customer concentration)

  • Strong track record of safety

FINANCIAL CHARACTERISTICS

 

  • Annual sales greater than $10 million

  • Attractive gross margins

  • Multiple years of steady cash flow

  • Low upfront capital expenditure requirements