At Aspen Tree, we get excited about highly verticalized software solutions that solve the critical businesses needs of their customers.

Investment Criteria

Mission Critical for End Customers

Demonstrated YoY Growth

Low Single Digit Customer Churn

$2M+ Annual Recurring Revenue

$500k+ Adjusted EBITDA

While these are our guiding criteria, we’d welcome the opportunity to get to know you and your business, even if outside this profile.

M&A Contact: kmaley@aspentreeco.com

What can I expect throughout the process?

Flexibility

Whether you’re planning to stay at the helm or make a graceful exit, we’re here to support you. We are committed to establishing a go-forward leadership plan that solves for your personal objectives and sets up the business for long-term success.

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.