
Investment Criteria
Partners in Growth, Stewards of Legacy
At Obispo Capital, we recognize that your business is more than just a company—it’s a legacy. We specialize in long-term investments, partnering with business owners who want to see their hard work preserved and their vision carried forward.
Whether you’re ready to transition ownership or seeking a strategic partner to grow your business, we’re here to provide solutions tailored to your goals.
What We Offer
• Preserving Your Legacy: We honor the values, culture, and vision that make your business unique, ensuring they remain intact for future generations.
• Long-Term Stewardship: We focus on creating lasting value by building businesses that thrive well into the future.
• Seamless Transitions: Our flexible approach allows you to transition on your terms, whether stepping back completely or staying involved in the next phase of growth.
• Strategic Growth Expertise: With our resources, network, and operational insights, we position businesses for sustainable, long-term success.
Who We Partner With
• Entrepreneurs and Founders: Ready to scale their business and reach new milestones with a trusted partner.
• Family-Owned Businesses: Looking for a succession plan that protects their legacy while ensuring financial security.
• Businesses in Transition: Companies facing operational, financial, or market challenges, where we can provide the expertise and resources to unlock growth and stability.
Our Ideal Business Partner
• Financial Profile: We welcome businesses of all sizes, starting at $1 million in EBITDA and above with a minimum Gross Profit Margin of 25%.
• Industry: We are industry-agnostic, focusing on businesses with strong potential for growth, operational improvement, or market leadership.
• Geography: Primarily North America, while remaining open to global opportunities where legacy and long-term value creation align with our vision.
Flexible Transaction Options
Every business is unique, and we tailor our approach to meet your needs:
• Full Buyouts: Transition ownership completely while knowing your business and its legacy are in capable hands.
• Partial Ownership: Retain equity and partner with us to grow your business together.
• Succession Planning: Smoothly transition leadership while safeguarding the values that define your company.
Why Choose Obispo Capital?
• Legacy-Focused: We are committed to preserving what you’ve built while creating a path for long-term growth and sustainability.
• Long-Term Vision: Our investments are guided by a focus on enduring success, ensuring your business thrives for years to come.
• Tailored Solutions: Each partnership is designed to meet your specific goals and the unique needs of your business.
• Team-Oriented: We value the people behind the business and prioritize their growth and well-being during and after the transition.
At Obispo Capital, we’re not just investors—we’re stewards of your legacy and partners in building a sustainable future for your business. If you’re considering a transition or seeking a strategic partner, we’d be honored to discuss how we can work together to achieve your goals.
