Investment Criteria
We partner with owners seeking liquidity through recapitalizations or succession planning.
At KASS Capital, we support business owners by preserving what makes their companies successful—team, brand, and operational independence—while introducing thoughtful improvements over time. Our approach is collaborative, long-term, and growth-focused.
Investment Criteria:
EBITDA of $2M or more (no minimum for add-ons to existing portfolio companies)
Proven profitability with recurring or repeat revenue
Low customer concentration
Low exposure to economic cyclicality
Areas of focus:
We are industrial agnostic, but we love to invest in the following industries:
Niche Commercial / Business Services
Consumer / Lifestyle
IT and Managed Services
Health and Wellness
Light Industrial / Trade Services
Media
Geography:
We’re geographically flexible, with partnerships across the U.S., though many originate in the New York City and Tri-State area where we maintain a strong presence.
Contact us
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