Our Focus Areas

Our Focus Areas

Small Business Ownership

We buy or partner with family or founder-owned businesses that have established operating histories, consistent cash flow, strong management teams, and significant growth potential.

Investment Criteria

We target small to medium-sized businesses (SMBs) in the industrial lower middle market, with annual revenue between
$2M–$10M and EBITDA of $500K–$2M. Our focus is on businesses in the Greater
Philadelphia area, led by owners preparing for retirement or transition. We
aim to partner with strong management teams and add strategic value to support long-term growth.

Business Size & Focus

  • Revenue range: $2M–$10M annually

  • EBITDA target: $500K–$2M

  • Profitable for 10+ years

  • Fragmented, scalable, high-growth industries

  • Established customer base, recurring revenue, and strong market presence or niche expertise

Geographic Scope

  • Focused on the Greater Philadelphia area

  • Open to nearby regions if strategically aligned

  • Prioritizes local businesses for hands-on management

Ownership Transition

  • Owners who are ready to retire, transition, or exit their roles

  • Preference for businesses with a clear and actionable succession plan

  • Family-owned or legacy companies seeking new ownership to maintain stability

Level of Involvement

  • Direct, hands-on management by Bridgewood Group post-acquisition

  • Partnering with existing management teams to maintain continuity

  • Focus on long-term success and sustainable growth

Our Focus Areas

Commercial Real Estate:

Strategically investing in high-quality properties within vibrant communities to generate steady cash flow, unlock tax advantages, and achieve long term value.

Investment Criteria

We focus on acquiring multifamily residential and mixed-use properties in the Greater Philadelphia area.
Our priority is identifying assets with growth potential, strong income opportunities, and favorable financial
returns, while fostering partnerships to maximize value.

Asset Types

Focus on commercial, multifamily residential, and mixed-use properties with strong income potential

Geographic Focus

Target properties in the Greater Philadelphia area, emphasizing areas with growth and development opportunities

Transaction Size

Seek acquisitions ranging from $3M–$15M, depending on property type and income potential.

Value Creation

Look for properties with opportunities for renovation, repositioning, or operational improvements to increase rental income and asset value

Financial Metrics

Target investments with a minimum IRR of 12% and a cash-on-cash return of at
least 8%.

Partnership Opportunities

Open to joint ventures or partnerships with aligned investors or developers.