Investing for Generations.
Owning for the Long Run.
Guided by Quality.

STAPLE applies the Quality Style of investment to the private equity middle market. We employ a proprietary toolkit for both capital allocation and post-acquisition value creation that was developed over decades by STAPLE's leadership.

Our Investment Approach

We first identify Christian owned companies whose leadership would prefer not to sell to traditional private equity. We then employ a rigorous application of the Quality Investment Style.

We prioritize investments in companies with:

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High-quality Management
We use the survey methodology and datasets developed by Stanford economist Nicholas Bloom to derive objective measures of managerial quality. We require that the target company's management team scores above the 75th percentile of Bloom's survey dataset.
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Financial Quality

We require that the target company consistently achieves a return on invested capital (ROIC) of at least 40%. We measure this using a methodology developed and applied over decades by Dr. Reichert in his work for Fortune 100 companies. Our approach incorporates returns on the company's intangible-creating SG&A outlays into the ROIC calculation.

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Economic Quality

We require that the target company have product and firm-level characteristics that cause persistently high capital returns. These are product characteristics that give rise to pricing power, and firm-level characteristics that yield competitive advantages.

Our Investment Criteria

We encourage business owners whose businesses have the following high-level characteristics to reach out to us at: contact@stapleinvestments.com
Transaction
Type

Control investments or minority growth equity investments with a clear path to a controlling interest. Our ideal transaction involves seller equity retention to align long-term interests.

Target Company
Profile

Companies with $1-15MM EBITDA, strong cash flow, high-quality management, intentional Christian ownership, and solid ROIC.

Industry
Focus

STAPLE targets industries with stable returns and shareholder value growth, such as healthcare, consumer, industrial, and services.

Hold Period and
Ownership

STAPLE is structured for long-term ownership and active engagement, focusing on compounding value over time, not short-term flipping.

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Stories of Integrity & Success from Those Who’ve Walked This Path Before You.

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