OUR TEAM
Our team has over 50 years of experience buying, operating, and growing businesses. We have been in the trenches and understand what it means to own, operate, and build a legacy. We have partnered with a team of investors that share the same values as we do. We all understand the importance of continuing and building great businesses for the next generation.
WHAT WE DO
We invest in businesses looking for a long-term partner to continue their legacy.
WHAT WE LOOK FOR
Strong Margins and Cash Flow
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Generally >$500K Cash Flow
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Revenues of $2M+
Longevity
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A strong, defensive, niche service
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5+ years of operating history
Happy Stakeholders
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High customer retention
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Happy employees
Not sure if you meet our criteria?
We consider a diverse range of investments . If you are interested in a partnership, please reach out, even if you don't think you meet our criteria.
OUR PROCESS
1
Introduction
We understand the importance of this conversation and the weight it carries. We listen, learn, and build rapport. No commitments, no documents, just a conversation to get to know you and your goals.
2
Diligence & Decision
If we both decide this will be a good fit, we can move on to planning the future together. This includes gathering company information and taking a deeper dive into your operations. If the plan still makes sense for both of us, we will invest in your company.
3
Invest & Transition
Remember, we invest for the long-term, with no intention to sell. After closing, we will continue to invest in employees, ensure there is no interruption in service to your customers, and continue the legacy you worked hard to build.