Investment Criteria

What We Look For

We focus on investments that drive long-term value, strategic growth, and operational strength. Our goal is to support meaningful expansion through disciplined sourcing and trusted partnerships.

We work with companies at key turning points—new markets, leadership changes, or add-on growth—using deep research and collaboration to uncover high-quality, off-market opportunities.

Investment Criteria
Revenue
$1M+
EBITDA
$250K+
Geography
United States
Stage
First Institutional Capital

Strategic Coverage Across Industries

We are industry-agnostic, partnering with buyers and sellers across diverse sectors to uncover valuable, off-market opportunities through deep market insight and strategic alignment.

Consumer Services

We partner with brands offering essential or lifestyle services that show strong customer retention and scalable demand across both local and national markets.

Business Services

We support companies delivering critical operational services, enabling efficiency and growth across industries through scalable, recurring, and tech-enabled business models.

Industrials

We focus on engineered products, niche manufacturing, and value-added distribution firms with established market positions and growth through innovation or acquisition.

Healthcare

We source opportunities in provider services, outpatient care, and healthcare platforms supporting improved access, quality, and innovation in the healthcare space.

SaaS

We target software solutions with recurring revenue, scalable platforms, and strong value propositions driving digital transformation for niche or underserved markets.

Tech-Enabled Services

We help identify companies where technology enhances traditional services, improving scalability, margins, and customer experience through innovation and integration.

Financial & Insurance Services

We seek specialty finance and insurance platforms offering advisory, underwriting, or distribution services with recurring models and scalable growth potential.

FAQs

Common Questions

Here are answers to some of the most frequently asked questions about our investment focus, process, and partnership criteria.

Altara Partners is a boutique M&A advisory firm based in Los Angeles. We help private equity firms, family offices, and corporate acquirers identify new platform investments and strategic add-on acquisitions.

We focus on sourcing lower middle-market businesses across targeted industries where our clients are building platforms or executing buy-and-build strategies. Each campaign is tailored to a specific investment thesis and strategic mandate.

No. We do not charge retainers. Our compensation is 100% success-based and paid solely by our capital partners upon a closed transaction so sellers are not charged any fees.

We are not a volume-driven broker or sell-side advisor. Altara operates as an extension of the investment team, running proactive, research-led campaigns informed by research, market data, and direct engagement with business owners. We prioritize quality, long-term relationships over transaction volume.

If we reach out, it’s because your business aligns with a strategic initiative we’re pursuing on behalf of a qualified capital partner. We aim to have a thoughtful and confidential conversation to determine interest in selling your business or partnering with a financial sponsor.

Ready to Partner?

If you’re an investor, advisor, or business owner exploring strategic growth or exit options, we’d love to connect. Altara Partners is always open to building new relationships and discussing potential investments that align with our criteria.