INVESTMENT CRITERIA

What We're Looking For

At Aspen Tree, we get excited about highly verticalized software solutions that solve the critical business needs of their customers. While these are our guiding criteria, we’d welcome the opportunity to get to know you and your business, even if outside this profile.

Purpose-built for the niche market they serve

We love businesses that are purpose-built and specialized for the market and niche they serve (no matter how specific that niche might be), allowing them to uniquely understand and address their customers’ needs better than larger, more generic solutions.

Mission Critical

We look for businesses that are deeply embedded in their customers’ day-to-day operations, making them mission critical and difficult to replace.

Low Single-Digit Churn

Low churn is a key priority for us. We believe that for a business to rarely lose a customer is the ultimate “proof is in the pudding” that their software and services are truly mission critical, have high switching costs, are deeply entrenched in their customers’ operations, and have achieved excellent product-market fit.

Get Started

INVESTMENT PROCESS

The Aspen Tree Process

We want to get to know you, your business, and where you see yourself heading next.
We'll work with your team to review the current details of your business and establish confidentiality.
We'll go over the finer details of your data, including where we could provide support, and answer any questions you may have about what's next.
Within 2-3 weeks, if the relationship seems like a good fit, we'll provide feedback on valuation, proposed deal structure, timing, etc.

PROCESS EXPECATIONS

An Experience Designed with You in Mind

FLEXIBILITY

We'll go over the finer details of your data, including where we could provide support, and answer any questions you may have about what's next.

TRANSPARENCY, CANDOR, & RESPECT

We believe in treating people fairly and staying true to our word. Our philosophy is “no surprises” – out of respect for your time, we seek to be prompt and transparent throughout the entire acquisition process, to earn and maintain your trust as a partner.

SPEED & SIMPLICITY

We understand pursuing investment opportunities can take away from the already busy day-to-day of running a business. Leveraging our deep M&A experience, we are able to simplify the acquisition process and act quickly.

At Aspen Tree, we prioritize providing transparency throughout all steps of our investment process.