Investment Criteria
What We Look For
We Acquire Strong, Steady Businesses
Family-Owned
We specialize in smooth succession when founders want to retire or de-risk.
Healthy Profits
Strong financial foundation with EBITDA between £300K–£3m.
Committed Management and Loyal Teams
An ambitious, values-driven team that supports a positive, ethical culture.
High Barriers To Entry
Clear competitive strengths that create a protective “moat” around the business.
Limited Concentration
A healthy spread of revenue sources. Customer concentration (<15%); supplier concentration (<20%).
Consistent Profitable History
A solid history of stable performance for three years or more, showing reliability and good stewardship.
Stable Cash-Flowing Companies
Predictable earnings supported by recurring customers and loyal, long-standing teams.
Recurring Revenue Model
A steady flow of repeat or recurring revenue, even without formal long-term contracts.
Simple, Boring, Beautiful Industries
We invest in strong, stable SME businesses across a wide range of industries.
Our Approach
A Thoughtful, Human Approach to Acquisition
Respectful Conversations
We always visit you in person. We learn your story, your business and your priorities.
Smooth Transition Planning
We protect your team, customers and legacy from day one.
Fair, Transparent Offers
No games, no pressure. Just honest valuation and clear terms.
Permanent Ownership
We’re not private equity. We don’t resell. We buy to hold and steward long-term.
Why Owners Choose Us
Keeping Your Legacy Alive Matters To us
Every small and medium-sized business has a story - a founder’s dream, years of sacrifice, loyal employees and a reputation earned through consistency and care. But when it’s time for a founder to transition, the future of that story is often uncertain.
YAD Capital Investments was created to be a home for these stories. Instead of private equity’s short-term lens, we take the long view. We believe legacy businesses deserve patient capital, operational support and leadership that respects their roots. We step in when owners want to retire or step back, ensuring the company they built continues to thrive.
Our team brings modern tools, thoughtful strategy and a deep respect for the history behind each business. We protect what made it great while positioning it for long-term success.
When you’ve spent decades building a business, choosing the right successor is everything. Owners pick YAD Capital because we:
