We help navigate business transitions
While growing profits matter, we know impact matters most: the story of how you’ve brought people together, transformed the lives of others, established a small piece of history. Your story matters. And we’re here to make it last for generations.
Your business is unique, and its legacy profound. Let us be the bridge that seamlessly transitions the legacy you’ve crafted into the hands of someone you trust implicitly. Together, we’ll ensure your business is nurtured and developed, carried forward with the same dedication and passion you’ve infused in it every day since you started.
Investment Criteria
We look to partner with businesses that will be around forever. Often characterized by:
Strong Customer Relationships
Win customer loyalty. Often demonstrated through revenue retention, and customer tenure.
Clear Value-Added and Exceptional Services
Compete on quality. Often demonstrated through attractive gross margins.
Great People and a Culture that Makes Them Stay
Develop excellent people. Often demonstrated through strong employee retention.
The ideal size is between $1-8m in EBITDA (roughly $5-40m in revenue). We have been known to go bigger and smaller, as the perfect business may not fit exactly in the box.
What does Ostara Calix mean?
“Ostara” comes from the Germanic god of the spring. It symbolizes the season of growth and transformation.
“Calix”, refers to Callisto, from Greek mythology, who was transformed along with her son into the constellation Ursa Major and Minor. The constellations contain Polaris, the north star - or guiding light.