Carrying forward
your legacy
Buying one great company to continue its tradition of excellence and pave the way for future growth
About our firm
We provide a flexible and seamless transition for business owners looking to entrust their legacy to capable hands.
Our mission is to acquire and enhance one standout small to mid-size company, leveraging our expertise to usher in a new era of leadership. We are deeply committed to upholding the core values of the businesses we acquire, driving growth and innovation.
Our goal is to build upon the founders' accomplishments, ensuring the business not only continues but thrives for generations to come. We concentrate on creating lasting value for the business, its team, and the community, respecting its heritage while paving the way for a prosperous future.
Investment
criteria
We are eager to connect with business owners who are considering retirement or looking to step back from daily operations. Our goal is to ensure the continuity and future success of your business. We are actively seeking to acquire businesses that meet our criteria.
Annual sales of $10M+
EBITDA margin greater than 10%
Proven history of consistent profitability and positive cash flow
Diverse and loyal customer base
Operates within fragmented or growing industries
Our approach
Comprehensive evaluation
We begin by gaining a deep understanding of your company, offering a clear and comprehensive assessment of its current value. Our approach is always transparent, fair, and tailored to busy business owners like you.
Transition planning
Together, we will devise a growth and transition plan that aligns with your personal and professional aspirations as well as your financial goals. Our flexible capital solutions are designed to fit your needs, whether you're looking to remain involved with the company, partially cash out, or pursue a full sale.
Operational support and expertise
We are committed to seamlessly integrating with your company's operational framework. As experienced operators, we take full responsibility for managing day-to-day operations, ensuring your business continues to thrive under our leadership.
