Investors

Our Investment Approach

At Ridgeview Holdings Group, we specialize in acquiring and scaling lower middle-market businesses in hyper-niche, essential service industries. We take a long-term, buy-and-hold approach, working alongside business owners, management teams, and investors to drive sustainable growth.

Our investment strategy is rooted in operational excellence, strategic expansion, and financial discipline—ensuring that every business we invest in is positioned for long-term success.

Our Investment Approach

  • Sourcing & Evaluation: We identify and assess businesses with strong fundamentals, recurring revenue models, and clear pathways for growth.
  • Due Diligence & Structuring: We conduct rigorous financial, operational, and market due diligence to structure deals that align incentives for all stakeholders.
  • Value Creation & Growth: We implement strategic initiatives, optimize operations, and invest in leadership to unlock new growth opportunities.
  • Sustainable Expansion: We support businesses with capital, expertise, and long-term guidance to help them scale profitably.

We seek win-win partnerships where owners, employees, and investors all benefit from our structured, disciplined approach to growth.

What We Look For

We focus on acquiring profitable, essential service businesses with strong customer relationships and high retention rates. Our ideal acquisition targets share the following characteristics:

  • Industry Focus: Hyper-niche, technology-enabled, and essential services.
  • Revenue & EBITDA: $3M+ in annual revenue with $500K+ EBITDA.
  • Recurring Revenue: Strong customer relationships with contractually recurring or highly predictable revenue streams.
  • Founder-Owned & Operated: Businesses with engaged owners seeking a transition, succession plan, or strategic growth partner.
  • Market Positioning: Differentiated businesses with strong customer retention, industry demand, and growth potential.

If you are a business owner considering a liquidity event or seeking a strategic growth partner, we’d love to explore how Ridgeview can help.

How we create value

We leverage our proprietary HESS Value Creation Framework to identify opportunities, mitigate risks, and unlock untapped potential. This structured approach ensures that every investment and partnership is built on a foundation of strategic growth, operational excellence, and long-term value creation.

  • Operational Improvements: We streamline processes, reduce inefficiencies, and implement best-in-class systems.
  • Strategic Growth Planning: We help businesses expand into new markets, launch new services, and strengthen competitive positioning.
  • Technology & Automation: We introduce digital transformation strategies to enhance productivity and scalability.
  • Leadership Development: We invest in executive coaching, team building, and talent acquisition to drive long-term success.

We partner with business owners to ensure a seamless transition while preserving company culture, retaining employees, and honoring the legacy of the business.

Portfolio Companies and Investments

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FAQs for Investors

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