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Our Approach

Octagon Equity is focused on acquiring a majority stake in a single private company.

We aim to find a company in the US within a growing industry, with recurring revenues, customer diversification, ARR above $3.0 million or EBITDA above $2.5 million (+15% EBITDA margins).

​We differentiate ourselves from other potential acquirers in several dimensions.

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Investment Criteria

Growing industry with low cyclicality

Fragmented market with low external risks

Recurring revenue or predictive customer behavior

Track record of consistent growth and profitability

Owner with strong motivation to sell

We are neither a private equity nor a strategic buyer. We are not in the business of flipping companies for a profit.
Our commitment is one of stewardship.

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