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 support. We we will not get involved in the daily running of the business, unless you want or need some 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 $400 thousand to $20 million earnings before tax
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 industries that are stable, profitable, and expanding
Sectors
Construction, industrials, services, 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.
We buy successful companies then invest in them to improve growth and profitability – that’s it.
Some of that is – of course – financial investment, but we also invest our expertise and support where your company needs it most. All of our companies have as much access as they need to our in-house experts and support functions.
As well as this, business leaders also benefit from regular meetings with other leaders on the Operations Board. This peer network is an invaluable resource for problem sharing, building innovative solutions, or collaborating on large projects.
We support our subsidiaries by providing support in core areas of your business, such as:
- HR advice and payroll support
- First-class legal advice
- IT system support
- Government contracts and relationships
- Business development support
- Marketing
- Compliance advice
First, let's be clear: if you approach us, we will treat your inquiry with the strictest confidence.
Alternatively, if we think your business is right for the group we might approach you, and at this early stage we will have a discussion to be sure we are a good fit for each other.
If your company does not quite fit with what we are looking for, that is ok, and we will quickly let you know that, so you can move on in your journey to find a buyer.
If early conversations show we are a good fit, we will move ahead and evaluate your business across a range of factors, i.e.
- financial situation
- operations
- risk assessment
- legal background
- pipeline of work
Then we would be at the stage of agreeing a deal that’s both competitive and realistic in terms of the current market conditions. After that, it’s onto the legal part of the process, which can take some time to work through on both sides. When the deal is done, we will not mess around. We act quickly to bring the right companies into the group.