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Investor / Operator / Independent Sponsor
Focusing on driving growth and scale.
Experienced Operator & Executive
Experienced Operator & Executive
25+ years of sales, marketing, product development, engineering and finance success & driving growth across a spectrum of large and small companies.
25+ years of sales, marketing, product development, engineering and finance success & driving growth across a spectrum of large and small companies.
Small-Medium Business Focus
Small-Medium Business Focus
We target durable, small-to-medium sized businesses in growing markets with products/services that businesses need and love. Businesses that interest us are primarily business to business - manufacturing, business services, wholesale/distribution, etc. We'll consider a direct to consumer on a case by case basis if it has some unique characteristics.
Own & Operate ➙ Legacy Preservation
Own & Operate ➙ Legacy Preservation
We are an experienced operator and entrepreneur focused on acquiring, operating & scaling a SMB/mid-market business. Our goal is to continue the business success while finding new ways to grow the business based on our years of sales, marketing, product development and operational experience.
We offer business owners a transition plan that preserves your legacy, employees, customers and community. We are not interested in burning the business culture and relocating everything overseas.
Private Investor Backing ➙ Ability to Close
Private Investor Backing ➙ Ability to Close
We are an independent sponsor with a network of over 150 lower, mid-market investors from the private equity, family office, and individual investor community. They evaluate potential businesses on a case-by-case basis and are ready to commit capital for the right opportunity.
Acquisition Criteria
Acquisition Criteria
Industry
Industry
Targeting a broad range of vertical and horizontal industry segments:
Manufacturing
B2B Services (Industrial, Business, Commercial)
Distribution / Wholesale
Technology (Software, SaaS, Hardware)
Size / Characteristics
Size / Characteristics
EBITDA range: $900K to $3M.
Opportunities for growth - modern sales/marketing, new vertical markets, new geographies, etc.
Historically growing revenues.**
Sustainable, growing market with tailwinds.
Healthy % of repeat customers and/or recurring revenue.
** COVID impact are expected and normal. But they need to be rationalized.
Market Opportunity
Market Opportunity
Adding value is key to growth and the key to adding value is matching our acumen with the business needs, product characteristics, & industry trends. We evaluate each business on a case by case basis to completely understand the business, the product and the customers. Why do customers need this product and why do they buy from this business. This is key to building a growth plan.
Growth Plan
Growth Plan
Growing the business is a key priority. Determining our how we will add value and drive new revenue will be critical. We are especially good at channel development, new products, new geographic/vertical markets, marketing, etc. This is our strong point and one where we will excel.
Substantive
Substantive
It is important that the market is growing, is substantively large or has future trends that will give the market growth tailwinds. An ideal business would be a successful businesses with room to grow in a specialized market that is also growing.
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