OUR TARGETS
Focused Capital. Thoughtful Transitions. Enduring Value..
Revenue Target
$1M-$150M
EBITDA Target
$1M-$50M
Target Margin
10%
Our Target Acquisitions are Legacy Businesses Built on Grit, Integrity, and Operational Strength
Our financial criteria guide us, but they don’t limit us — we’re willing to go below target ranges when we see aligned values, outstanding leadership, and real potential in business with opportunities to grow.
Business in Transition
At Omega Private Equity, our investment thesis is centered on acquiring family-owned and founder-led businesses that are at a natural transition point — often with no formal succession plan in place or owners seeking retirement. We view these moments not as exits, but as opportunities to preserve legacies, support employees, and unlock sustainable growth.
Our Approach
Buy to Hold - Partner to Grow
We prioritize long-term value creation over quick exits. Our investment model is grounded in patience, partnership, and operational collaboration. Post-close, we work hand-in-hand with management teams to develop actionable growth strategies, preserve company culture, and enhance operational excellence.
We are seeking opportunities in these sectors....
Heavy Civil Infrastructure
We invest in heavy civil construction firms that build and maintain the foundational infrastructure our communities depend on — from utilities and roadways to site development and underground systems. These companies are vital to long-term economic growth and generational resilience..
Manufacturing
Manufacturing remains the heartbeat of American industry. We target precision-oriented, process-driven manufacturers with a strong customer base, scalable operations, and the potential to grow through modernization, automation, and operational support.a.
Oil & Gas
We partner with oil and gas service providers that support critical energy infrastructure across upstream, midstream, and downstream markets. Our focus is on durable, safety-conscious operators with deep regional expertise and strong service reputations.
Automotive
The automotive sector continues to evolve, and we invest in service and aftermarket businesses that offer essential, recurring services. These businesses often benefit from brand loyalty, technician expertise, and steady demand across economic cycles.
Agriculture & AgTech
From traditional producers to technology-enabled ag businesses, we support companies advancing food security, sustainable practices, and supply chain innovation. We look for operators rooted in agricultural know-how with scalable potential and mission-aligned leadership.
Financial Services
We invest in specialized financial services firms, including accounting practices and Registered Investment Advisors (RIAs), that deliver trusted guidance and long-term client value. We look for firms with recurring revenue, strong client retention, and a commitment to professional excellence. These businesses often face succession challenges — and we provide the stability, capital, and strategic support to ensure a smooth transition and continued growth.
What We Can Do for You
We look beyond the numbers — seeking great companies built by great people, with the potential to thrive for decades to come.
A Way Forward
If you are a founder considering retirement or a family-run business without a clear succession plan, Omega offers a values-driven alternative. We bring more than capital — we bring commitment to continuity, growth, and legacy preservation.
Let’s build what’s next — together.
Do you want to learn more? Schedule a call.
We would enjoy the opportunity to talk with you.
If you’re an investor, founder, or mission-driven partner who shares our vision for renewal — in education, in enterprise, and in opportunity — we invite you to join us. Please use the link below to schedule an appointment. We look forward to connecting soon!
Where Legacy Meets Mission
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