We are seeking a wonderful small business with these characteristics

We only look at businesses at a scale we’ve already underwritten and acquired to make sure we can manage and grow the team.

$750k minimum EBITDA or SDE (seller discretionary earnings)

$5MM maximum EBITDA or SDE

We only invest in profitable, enduring businesses that are durable enough for us to keep the promises we make to you and your team, recession or not.

15% minimum operating margin

At least $500k of cash flow profitability

At least 3 years of demonstrated profitability

We will move wherever necessary across the country for the right business and opportunity.

Anywhere across the continental U.S. as well as Hawaii

We will only acquire in industries where we have an investment track record, professional experience, and a strong network.

Business services around insurance, real estate

Home services

Infrastructure Services

We’re comfortable with complexity and drawn to special situations.

Buy-Out

Carve-Out

Restructuring

Asset Sale

We want to learn how to preserve your legacy from the person who crafted it.

Seller committed to a full transition out of the business, but open to a transitionary period to ensure a smooth takeover for the team.