Our Investment Criteria

Battery Point Capital is an investment-oriented family office, formed to make control-oriented buyout investments in established lower middle-market U.S. companies as well as earlier stage, fast growing companies that are not yet profitable.

We prefer to make growth equity investments, both minority and control, in the following company types:

  • Companies in the following sectors: Manufacturing & Distribution, Business Services, Food & Beverage, Software, Technology and IT Services and Digital Media & Advertising.
  • Software Companies: we invest in growing (generally bootstrapped) software companies with developed business models and demonstrated growth potential. We look for a high percentage of recurring revenue, high gross margins, high customer lifetime value (CLV) and low customer churn.  We focus on growth potential rather than company size, but we generally require that a company has achieved product-market fit and has a clear plan to scale.
  • Traditional Companies: for established companies in other sectors (manufacturing & distribution, food & beverage, business services etc.), we seek a minimum $2 million of adjusted EBITDA and $5MM of revenue, but we will also consider fast growing but still unprofitable companies
  • While we prefer a management team prepared to work with us for a period post investment, we do have the ability to staff complete executive management teams in most cases.