Investments

FOG Capital focuses on investing in small businesses located in Eastern Washington, Eastern Oregon, and Northern Idaho. Ideal businesses will be family or founder owned where the current owner is in need of a transition (e.g., retiring) and the business is positioned for future growth.

Investment Thesis

F

O

G

Family-owned or Founder-led businesses are facing one of the largest transition periods in history as baby boomers desire to exit their long successful businesses.

Operations have been managed for lifestyle, tax, or other life objectives and have room to be optimized for strong, sustainable cash flow given the strong business foundation that exists.

Growth through technology enhancement (e.g., leveraging AI tools) can enable these businesses to leap forward in their market positioning to the benefit of the shareholders.

Investment Criteria

  • Company Size

    $2-15 million in revenue, $500,000-$2m in EBITDA

  • Focus

    Industry agnostic, geographically focused on Eastern Washington, Eastern Oregon, and Northern Idaho.

  • Ownership

    Control transactions, with a focus on tax-efficient exit strategies for prior owners

Portfolio

Medi-Weightloss franchisee with development rights to Portland, OR and Kennewick, WA looking to build 10 total clinics by 2030.

Finder’s Fee

Our fee agreement will pay 5% for any proprietary deal completed by FOG Capital if not already represented by a sell-side intermediary.

For those already represented by a sell-side intermediary, we will pay 1% if FOG Capital was not already aware of the deal.

SUBMIT A POTENTIAL DEAL

Do you know a relevant target for FOG Capital? Submit the information below and we will reach out to you shortly.