Investment Focus & Thesis

Leon Green focuses exclusively on business services companies: Investment Range Equity investments typically ranging from $25 million to $100 million in established business services companies. Sector Focus Business services, IT services, professional services, and outsourced services. IT Services — Managed IT, IT consulting, and technology services Professional Services — Accounting, legal, and consulting services Outsourced Services — Business process outsourcing and facility services Marketing Services — Digital marketing, advertising, and creative services

What Leon Green Looks For

Based on their investment approach, Leon Green evaluates opportunities based on: Recurring revenue — Companies with predictable, recurring revenue streams Market position — Strong competitive positions in niche or fragmented markets Management teams — Experienced operators with demonstrated track records Growth potential — Clear pathways to organic growth and strategic acquisitions Financial fundamentals — Strong EBITDA with visible improvement opportunities }> Pro Tip Leon Green is exclusively focused on business services, bringing deep sector expertise to their investments. They look for companies with recurring revenue models and clear paths to growth. Be prepared to demonstrate your business model strength.

How to Connect With Leon Green

Approaching Leon Green requires demonstrating your business model strength: 1 Showcase Recurring Revenue Demonstrate your recurring revenue base and customer retention metrics. 2 Present Market Position Show your competitive positioning in fragmented markets with consolidation potential. 3 Prepare Financial Metrics Be ready to discuss EBITDA, margins, customer acquisition costs, and retention rates. 4 Identify Growth Opportunities Present clear pathways to growth through market expansion or acquisitions.

The Value of Financial Preparedness

PE firms like Leon Green expect detailed financial information specific to business services: Business Metrics • Customer retention rates • Revenue per customer • Contract renewal rates • Net revenue retention Financial Data • EBITDA margins • Cash flow generation • Working capital requirements • Gross margins }> How Eagle Rock Helps We help business services companies prepare for PE investment by building detailed financial models, recurring revenue analysis, and operational dashboards. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions