Investment Criteria

You can trust that Baton Valley’s ethos is to help your successful business reach its full potential under your existing management and employees and with our guidance and support. We will not insert ourselves into the daily running of the business unless you request hands-on support. If you are ready to step away from the business, we’ll support your existing management and employees through the transition.

Size

Preferred company size is from $500 thousand to $10 million in earnings before taxes.

Consistent Earning Power

Future projections are of no interest to us, nor are “turnaround” situations.

Serious About Selling

We don’t want to waste our time or that of the seller by talking, even
preliminarily, about a transaction when the decision to sell is unknown.

Profitability

We focus on businesses that are stable, expanding, and showing financial gains.

Sectors

Our sectors include construction, industrials, services, and utilities.

Talent

We look for businesses with management in place and exceptional employees from top to bottom.

At Baton Valley, we believe in the power of thriving local communities.

Our process is simple: we buy successful companies, invest in them, and aid them in growth and profitability. Some of that is – of course – financial investment, but we also invest our expertise and support where your company needs it most. Your company will have as much access as they need to our in-house experts and support functions. 

While we don’t acquire companies in distress, it’s got to be acknowledged that most companies are facing some sort of difficulties right now. If you’ve got profitable work in the pipeline, we’re interested in having a conversation.

We support our companies by providing support in core areas of your business, such as:

  • HR advice and payroll support
  • First-class legal advice
  • Cybersecurity and IT system support
  • Government contracts and relationships
  • Business development support
  • Marketing
  • Compliance advice

Baton Valley, proudly veteran-owned, stands as a testament to dedication and service. The company’s name, Baton Valley, comes from the understanding that the majority of business owners have no one to pass the baton to. We’re here to ensure that those companies have a succession plan and can continue to thrive and grow under new leadership.