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Investment Criteria

What we look for.

We are most interested in businesses with strong fundamentals, capable people, loyal customers, and a clear opportunity to grow, professionalise, transition ownership, or expand into new markets.

We do not need every business to be perfect. We do need to understand the quality of the business, the opportunity ahead, and the people behind it.

Criteria

A simple ledger of focus.

Turnover
USD $500k to USD $25m
Funds
Bumble and Bumble Fund United States; Bumble and Bumble Fund Asia Pacific
Markets
United States of America, New Zealand, Australia, and selected Asia-Pacific opportunities
Business type
Established operating businesses
Profitability
Profitable or clear path to profitability
Ownership
Majority, minority, succession, or partial exit structures
Preference
Founder-led, family-owned, niche, resilient, or brand-led businesses
Capital source
Family office capital, not outside managed funds
Time horizon
Patient, flexible, long-term ownership

What We Avoid

Where we are unlikely to be the right fit.

  • Pre-revenue startups
  • Speculative technology without customers
  • Highly distressed turnarounds
  • Businesses dependent on one unsustainable customer or channel
  • Situations requiring fast auctions or aggressive financial engineering
  • Opportunities where price is the only consideration and fit does not matter

Fast No, Thoughtful Yes

Clear, respectful, and direct.

We aim to be clear and respectful with people’s time. If an opportunity is not the right fit, we will say so. If there is alignment, we will engage seriously and thoughtfully.

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