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Our Investment Criteria

What do we look for?

Dragoon Investments will lead a company into a new phase of growth and development. We are seeking a company that meets our investment criteria and is open to a transition in ownership and management.

Defensible Moats

A well-built company has "defensible moats" -  the thing about it that makes it unique amongst its competitors and opens up a Blue Ocean of possibilities.

Track Record

Our target company has a strong economic track record that shows flexibility and ability to weather challenging and uncertain times.

Simplicity

In the chaos of battle, the simplest plan survives first contact.  We believe in a simple and well-understood model that provides clear value to its customers.

Winning Team

We look for well-functioning teams that are committed to the success of the organization and who value collaboration.

Dragoon Investments achieves a transition in ownership via complete buyouts, using a combination of an SBA 7a note, private investors, and seller financing.

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We understand that every situation is unique and are committed to making this transition beneficial for both parties.

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©2021 by Dragoon Investments. 

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Dragoon Investments is a Service-Disabled Veteran-Owned Small Business

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