TUCKER'S FARM 3, LLC

Thesis

Tucker's Farm is a value-oriented holding company with a private equity arm that acts as a long-term capital allocator, inspired by compounders like Koch Industries and Berkshire Hathaway. They aim to deploy $50-$100 million of equity capital annually, focusing on acquiring and growing lower-middle-market businesses through active M&A. Their investment thesis prioritizes businesses with strong revenue quality, durability, and longevity, seeking companies with normalized operating cash flows exceeding $2 million, over 10% EBIT margins, and a minimum age of seven years. They are particularly interested in consumer, business services, home services, and healthcare services, with a focus on franchising. Their strategy is MOIC-oriented, preferring to compound value over time through smaller, numerous deals. They operate as a permanent capital vehicle, aiming for rapid acquisition processes (within 60 days). While domiciled in Bermuda, their investments are primarily in the United States. The firm has an AUM of $217 million.

Related lists

• Series C+ Marketplaces investors