Investment Strategy
Business Target Profile
- Annual revenue: $250 K–$5 M
- EBITDA/profit margins: 10–30%
- Owner-operated (approaching retirement or burnout)
- Low customer concentration
- Proven demand & recession-resistant
- Poor digital or marketing presence (opportunity to improve)
The Problem
- Retiring owners with no succession plan
- Burnout from wearing too many hats
- Lack of digital presence & operational inefficiency
- Difficulty competing in a tech-enabled, low-margin economy
- No clear path to exit, scale, or modernize
Our Solution
- Acquire businesses with solid fundamentals
- Provide leadership continuity & succession planning
- Apply Lean Six Sigma & supply-chain strategies
- Modernize operations with technology & data
- Enhance customer acquisition via professional marketing
- Offer flexible exit structures for owners & investors
The Impact
- Founders preserve their legacy with dignity
- Investors earn strong, risk-adjusted returns
- Employees gain stability & growth opportunities
- Communities benefit from revitalized local businesses
